CGCIX – Calamos Global Opportunities I Investment Strategy | Morningstar

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Strategy

The investment seeks high long-term total return through capital appreciation and current income. The fund invests primarily in a globally-diversified portfolio of convertible, equity and fixed-income securities, which may include synthetic convertible instruments, without regard to market capitalization. The Advisor attempts to utilize these different types of securities to strike, in the investment adviser's opinion, the appropriate balance between risk and reward in terms of growth and income. The fund will invest at least 40% of its assets in securities of foreign issuers.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CGCIX	Calamos Global Opportunities Fund Class I	Institutional	Open			Sep 18, 1997	$249.42M	0.970%	Above Average	$1M	$27.04M
CVLOX	Calamos Global Opportunities Fund Class A	Front Load	Open			Sep 9, 1996	$110.08M	1.220%	High	$2,500	−$5.86M
CVLCX	Calamos Global Opportunities Fund Class C	Level Load	Open			Sep 24, 1996	$17.36M	1.970%	High	$2,500	$1.93M

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