Investment objective & strategy
As of Feb. 26, 2026 · prospectusObjective. Calamos Global Equity Fund's investment objective is long-term capital growth.
Strategy. The Fund invests primarily in a globally-diversified portfolio of equity securities. Under normal circumstances, the Fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities, including convertible securities convertible into equity securities. The Fund's portfolio may include securities of well-established companies with large market capitalizations as well as small, unseasoned companies. The Fund's investment adviser generally defines a large cap company to have a market capitalization in excess of $25 billion and a mid-sized company to have a market capitalization greater than $1 billion, up to $25 billion. Generally, a small cap company is defined by the investment adviser as having a market capitalization of up to $1 billion. … The Fund invests primarily in a globally-diversified portfolio of equity securities. Under normal circumstances, the Fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities, including convertible securities convertible into equity securities. The Fund's portfolio may include securities of well-established companies with large market capitalizations as well as small, unseasoned companies. The Fund's investment adviser generally defines a large cap company to have a market capitalization in excess of $25 billion and a mid-sized company to have a market capitalization greater than $1 billion, up to $25 billion. Generally, a small cap company is defined by the investment adviser as having a market capitalization of up to $1 billion. The market capitalization of a security is measured at the time of purchase. The Fund anticipates that the investment adviser's process will result in the Fund investing in a globally diversified manner. Under normal market conditions, the Fund will invest at least 40% of its net assets in securities of foreign issuers located in multiple countries, unless market conditions are not deemed favorable by the Adviser, in which case the Fund will invest at least 30% of its net assets in securities of such foreign issuers. Securities of foreign issuers are securities issued by issuers that are organized under the laws of a foreign country or that have a substantial portion of their operations or assets in a foreign country or countries, or that derive a substantial portion of their revenue or profits from businesses, investments or sales outside of the United States. The Fund may also invest in foreign securities that are represented in the United States securities markets by American Depositary Receipts ("ADRs") or similar depository arrangements. Although not a principal investment strategy, the Fund may invest in securities of issuers in emerging markets to a significant extent. In its fundamental analysis, the Fund's investment adviser typically considers the company's financial soundness, earnings and cash flow forecast and quality of management. The investment adviser takes environmental, social and governance ("ESG") factors into account in making investment decisions. The Fund's investment adviser seeks to lower the risks of investing in stocks by using a "top-down approach" of diversification by company, industry, sector, country and currency and focusing on macro-level investment themes.
Top holdings
As of Jan. 31, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| NVIDIA CORP | — | $12.29M | 7.27% |
| ALPHABET INC CL A | — | $8.20M | 4.85% |
| State Street Navigator Securities Lending Government Money Market Portfolio | — | $7.69M | 4.55% |
| TSMC | — | $6.52M | 3.86% |
| SAMSUNG ELECTRONICS CO LTD | — | $4.98M | 2.95% |
| ROLLS-ROYCE HOLDINGS PLC | — | $4.19M | 2.48% |
| AMAZON.COM INC | — | $4.02M | 2.38% |
| ASML Holding NV | — | $3.89M | 2.30% |
| Boeing Co. (The), Conv. Pfd. | — | $3.84M | 2.27% |
| UNICREDIT SPA | — | $3.81M | 2.25% |
Portfolio moves
Oct 31, 2025 → Jan 31, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| Calamos Global Opportunities Fund · CVLOX, CVLCX, CGCIX | 65% | 0.97% |
| Calamos International Growth Fund · CIGRX, CIGCX, CIGIX, CIGOX | 48% | 0.86% |
| CALAMOS GLOBAL TOTAL RETURN FUND | 45% | — |
Advisers
| Firm | Role |
|---|---|
| Calamos Advisors LLC | Adviser |
Footnotes
- Expense ratio as of February 26, 2026, from the fund's prospectus.
- Net assets and holdings count as of January 31, 2026, from the fund's N-PORT filing.
- Total return for calendar year 2025, before tax and after fund expenses. As reported in the fund's prospectus performance bar chart.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.