Calamos Investments Contact Us Careers Individual Investor Accounts Institutional Investors LinkedIn Twitter Facebook Youtube Funds Strategies Insights Blogs Resources Investment Professionals About Investing in Sustainability Our Sustainable Equities PMs were among the very first in the country to identify environmental risk and opportunity as a difference-maker. Learn more about their trailblazing experience—including compelling investment results—and why they’ve brought their ESG capability to Calamos. MORE MUTUAL FUNDS CLOSED-END FUNDS INSTITUTIONAL STRATEGIES UCITS WEALTH MANAGEMENT GLOBAL EQUITY: DIVERSIFIED EMERGING MKTS CNWIX Evolving World Growth Fund 5 Stars Among 711 Diversified Emerging Mkts funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 5 stars for 3 years, 5 stars for 5 years and 4 stars for 10 years out of 711, 606 and 330 Diversified Emerging Mkts Funds, respectively, for the period ended 10/31/2021. The fund offers an active, risk-managed strategy to access growth opportunities in emerging markets. The fund invests in emerging market-domiciled and developed market-domiciled companies with significant revenue exposures attributable to emerging markets. Fact Sheet Commentary Prospectus GLOBAL EQUITY: WORLD ALLOCATION CGCIX Global Opportunities Fund 5 Stars Among 401 World Allocation funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 5 stars for 3 years, 5 stars for 5 years and 5 stars for 10 years out of 401, 351 and 233 World Allocation Funds, respectively, for the period ended 10/31/2021. The fund invests primarily in global equity and convertible securities in an attempt to balance risk/reward while providing growth and income. Fact Sheet Commentary Prospectus U.S. EQUITY: U.S. EQUITIES AND CONVERTIBLES CGIIX Growth and Income Fund 5 Stars Among 293 Allocation--70% to 85% Equity funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 5 stars for 3 years, 5 stars for 5 years and 4 stars for 10 years out of 293, 264 and 189 Allocation--70% to 85% Equity Funds, respectively, for the period ended 10/31/2021. The fund invests primarily in U.S. equity and convertible securities in an attempt to balance risk/reward while providing growth and income. Fact Sheet Commentary Prospectus ALTERNATIVE: OPTIONS-BASED CIHEX Hedged Equity Fund 4 Stars Among 88 Options Trading funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 4 stars for 3 years and 4 stars for 5 years out of 88 and 62 Options Trading Funds, respectively, for the period ended 10/31/2021. Aims to achieve the total return of equity markets with lower volatility. It utilizes a covered call strategy, which invests in a diversified portfolio of equities while using options to generate income and manage risk. Fact Sheet Commentary Prospectus GLOBAL EQUITY: FOREIGN LARGE GROWTH CIGIX International Growth Fund 4 Stars Among 385 Foreign Large Growth funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 4 stars for 3 years, 4 stars for 5 years and 3 stars for 10 years out of 385, 326 and 223 Foreign Large Growth Funds, respectively, for the period ended 10/31/2021. The fund offers a dynamic approach to accessing international growth opportunities. We apply our active investment approach to build a portfolio of companies with superior growth and quality attributes across developed and emerging markets. Fact Sheet Commentary Prospectus ALTERNATIVE: MARKET NEUTRAL CMNIX Market Neutral Income Fund As of April 30, 2021, Morningstar assigned CMNIX to a new category, Relative Value Arbitrage. This category is not assigned a star rating by Morningstar due to its small peer set. For more information about the changes, click here. Core market strategies include covered call writing and convertible arbitrage. Together, these strategies are intended to provide the fund with an enhanced potential for risk-managed returns due to their differing responses to volatility. Fact Sheet Commentary Prospectus U.S. EQUITY: SMALL GROWTH CTSIX Timpani Small Cap Growth Fund 5 Stars Among 574 Small Growth funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 4 stars for 3 years, 5 stars for 5 years and 5 stars for 10 years out of 574, 504 and 380 Small Growth Funds, respectively, for the period ended 10/31/2021. The Fund invests in the equity securities of small capitalization companies with high, sustainable growth potential, which may exceed market expectations. Fact Sheet Commentary Prospectus LATEST TWEET Today and every day we’re thankful for the community of clients, investment professionals and business partners who give our days purpose. #thanksgiving @CALAMOS On the Blogs INVESTMENT IDEAS Clients Looking for an Early Exit? Consider CGCIX for Extra Long Retirements November 24, 2021 Clients who retired early to avoid more work drama are likely not signing up for investment drama, and your selection of Calamos Global Opportunities Fund (CGCIX) has the potential to help with that. READ MORE SEE ALL POSTS INVESTMENT TEAM VOICES Calamos Investment Team Outlooks, October 2021 October 19, 2021 Inflation may be more persistent, and the pace of growth may be slowing, but our teams continue to identify many opportunities across asset classes. Senior members of our investment organization share their outlooks and discuss how they are positioning portfolios. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer. READ MORE SEE ALL POSTS Featured Newsletters NEWSLETTER Calamos Alternative Snapshot November 22, 2021 Individual Stocks Are Making Big Moves and Investors Don’t Seem to Care MORE All About Convertible Securities Our Convertible Securities: Structures, Valuation, Market Environment and Asset Allocation guide is a resource on how convertible bonds work. It’s written by Calamos Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr. MORE The Morningstar Relative Value Arbitrage Category is comprised of funds that seek out pricing discrepancies between pairs or combinations of securities regardless of asset class. The Morningstar Options Trading Category is comprised of funds that use a variety of options trades, including put writing, options spreads, options-based hedged equity, and collar strategies, among others. Morningstar Allocation—70% to 85% Equity funds seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds and cash. These portfolios are dominated by domestic holdings and have equity exposures between 70% and 85%. The Morningstar Diversified Emerging Markets Category is comprised of funds with at least 50% of assets invested in emerging markets. Morningstar World Allocation Category funds seek to provide both capital appreciation and income by investing in three major areas: stocks, bonds, and cash. While these portfolios do explore the whole world, most of them focus on the US, Canada, Japan, and the larger markets in Europe. It is rare for such portfolios to invest more than 10% of their assets in emerging markets. Morningstar Foreign Large Growth Category focuses on high-priced growth stocks, mainly outside of the United States. Most of these portfolios divide their assets among a dozen or more developed markets, including Japan, Britain, France, and Germany. These portfolios typically will have less than 20% of assets invested in US stocks. Morningstar Small Growth Category funds focus on faster-growing companies whose shares are at the lower end of the market-capitalization range. Stocks in the bottom 10% of the capitalization of the US equity market are defined as small cap. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). 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