Morningstar

Calamos Mutual Funds

View all of Calamos’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Calamos Mutual Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

1 to 9 of 9 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Calamos Global Opportunities Fund Class ACVLOXGlobal Moderate Allocation
15.46%21.220%HighFront Load$2,500
Calamos Global Opportunities Fund Class CCVLCXGlobal Moderate Allocation
14.80%21.970%HighLevel Load$2,500
Calamos Global Equity Fund Institutional ClassCIGEXGlobal Large-Stock Growth
17.52%131.150%HighInstitutional$1M
Calamos Timpani Small Cap Growth Fund Class ICTSIXSmall Growth
24.16%51.050%Above AverageInstitutional$1M
Calamos Growth and Income Fund Class R6CGIOXModerately Aggressive Allocation
12.81%130.730%Above AverageRetirement, Large$0
Calamos Timpani Small Cap Growth Fund Class ACTASXSmall Growth
23.92%51.300%Above AverageFront Load$2,500
Calamos Global Opportunities Fund Class ICGCIXGlobal Moderate Allocation
15.73%20.970%Above AverageInstitutional$1M
Calamos Growth & Income Fund Class ACVTRXModerately Aggressive Allocation
12.55%171.050%AverageFront Load$2,500
Calamos Growth & Income Fund Institutional ClassCGIIXModerately Aggressive Allocation
12.76%140.800%AverageInstitutional$1M

Calamos Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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