Calamos Investments Mutual Funds Closed-End Funds UCITS Mutual Funds Home Page Calamos Global Equity Fund (CIGEX) Choose a class I Overview Performance Portfolio Distributions Fees & Expenses Literature Overview The fund invests in equities of companies around the globe, focusing on those firms demonstrating what we believe to be key growth characteristics, including increasing profit margins and high returns on invested capital. Key Features Flexibility to seek growth globally, pursuing the best risk/ reward opportunities across country, market capitalization and sector Seeks global growth companies that may benefit from long-term secular themes, including a burgeoning global middle class and an increased demand for information and entertainment Takes environmental, social and governance (ESG) factors into account, evaluating whether they impact a company's cash flow, risk profile and long-term returns Portfolio Fit The fund is a growth-oriented addition to a strategic global equity allocation that may complement or provide an alternative to value or blended styles. Return on Invested Capital AS OF 9/30/21 Chart Fund MSCI WorldIndex 0% 10% 20% 30% End of interactive chart. Debt/Capital AS OF 9/30/21 Chart Fund MSCI WorldIndex 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% End of interactive chart. Important Fund Information An investment in the Fund(s) is subject to risks, and you could lose money on your investment in the Fund(s). There can be no assurance that the Fund(s) will achieve its investment objective. Your investment in the Fund(s) is not a deposit in a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. The risks associated with an investment in the Fund(s) can increase during times of significant market volatility. The Fund(s) also has specific principal risks, which are described below. More detailed information regarding these risks can be found in the Fund's prospectus. The principal risks of investing in the Calamos Global Equity Fund include: equity securities risk consisting of market prices declining in general, growth stock risk consisting of potential increased volatility due to securities trading at higher multiples, value stock risk, foreign securities risk, forward foreign currency contract risk, emerging markets risk, small and mid-sized company risk and portfolio selection risk. As a result of political or economic instability in foreign countries, there can be special risks associated with investing in foreign securities, including fluctuations in currency exchange rates, increased price volatility and difficulty obtaining information. In addition, emerging markets may present additional risk due to potential for greater economic and political instability in less developed countries. Notes Debt/Capital Ratio-Is a measure of a company's financial leverage, calculated as the company's debt divided by its total capital. ROIC (Return On Invested Capital)-Measures how effectively a company uses the money invested in its operations, calculated as a company's net income minus any dividends divided by the company's total capital. The MSCI World Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed markets. Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be lower or higher than the performance quoted. Please refer to Important Risk Information. The principal value and return of an investment will fluctuate so that your shares, when redeemed, may be worth more or less than their original cost. Performance reflected at NAV does not include the Fund's maximum front-end sales load of 4.75%. Had it been included, the Fund's return would have been lower. The funds' gross expense ratios as of the prospectus dated 3/1/2021 are as follows: A Shares 1.65%, C Shares 2.40%, I Shares 1.40% and R6 Shares 1.34%. NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE Before investing, carefully consider the fund's investment objectives, risks, charges and expenses. Please see the prospectus and summary prospectus containing this and other information which can be obtained by calling 1-800-582-6959. Read it carefully before investing. Fund Details AS OF 11/23/21 Inception Date: 3/01/07 Current NAV: $19.15 $ Change: $-0.09 % Change: -0.47% Total Net Assets (As Of 9/30/21): $132.5 M Morningstar Category: World Large-Stock Growth Zephyr Analysis Create real time reports on performance, risk analysis, peer group analysis, style attribution and more on the Calamos Investment Professional site. 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