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 Funds List

Share Class Type

1 to 25 of 69 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Calamos Global Opportunities ACVLOXGlobal Allocation24.00%11.220%Above AverageFront Load$2,500
Calamos Global Opportunities CCVLCXGlobal Allocation23.31%11.970%Above AverageLevel Load$2,500
Calamos Global Opportunities ICGCIXGlobal Allocation24.34%10.970%Above AverageInstitutional$1.0 Mil
Calamos Growth & Income ACVTRXModerately Aggressive Allocation16.22%101.060%AverageFront Load$2,500
Calamos Growth & Income CCVTCXModerately Aggressive Allocation15.56%111.810%Above AverageLevel Load$2,500
Calamos Growth & Income ICGIIXModerately Aggressive Allocation16.45%100.810%Above AverageInstitutional$1.0 Mil
Calamos Evolving World Growth ACNWGXDiversified Emerging Mkts22.88%21.300%Below AverageFront Load$2,500
Calamos Evolving World Growth ICNWIXDiversified Emerging Mkts23.16%21.050%AverageInstitutional$1.0 Mil
Calamos Global Equity ACAGEXGlobal Large-Stock Growth28.87%31.400%HighFront Load$2,500
Calamos Global Equity CCCGEXGlobal Large-Stock Growth28.25%42.150%HighLevel Load$2,500
Calamos Global Equity ICIGEXGlobal Large-Stock Growth29.17%31.150%HighInstitutional$1.0 Mil
Calamos Global Equity R6CGEOXGlobal Large-Stock Growth29.22%31.100%HighRetirement, Large$0
Calamos Growth and Income R6CGIOXModerately Aggressive Allocation16.51%100.710%Above AverageRetirement, Large$0
Calamos International Growth ACIGRXForeign Large Growth21.53%61.200%AverageFront Load$2,500
Calamos International Growth ICIGIXForeign Large Growth21.73%50.950%Above AverageInstitutional$1.0 Mil
Calamos International Growth R6CIGOXForeign Large Growth21.84%50.840%Above AverageRetirement, Large$0
Calamos Short-Term Bond ICSTIXShort-Term Bond4.76%620.390%Below AverageInstitutional$1.0 Mil
Calamos Convertible ICICVXConvertibles7.04%570.880%Above AverageInstitutional$1.0 Mil
Calamos Dividend Growth ACADVXLarge Blend19.03%541.360%HighFront Load$2,500
Calamos Dividend Growth CCCDVXLarge Blend18.40%592.110%HighLevel Load$2,500
Calamos Dividend Growth ICIDVXLarge Blend19.28%481.110%HighInstitutional$1.0 Mil
Calamos Evolving World Growth CCNWDXDiversified Emerging Mkts22.16%42.050%AverageLevel Load$2,500
Calamos Hedged Equity ACAHEXOptions Trading12.62%471.170%Below AverageFront Load$2,500
Calamos Hedged Equity CCCHEXOptions Trading11.97%571.920%Below AverageLevel Load$2,500
Calamos Hedged Equity ICIHEXOptions Trading12.84%430.920%AverageInstitutional$1.0 Mil

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

  • 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.

  • Category

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

  • 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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