Calamos Global Equity Fund-Class A
CAGEX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 2020 Calamos Court Naperville IL United States of America 60563
- IPO Date
- Mar 2, 2007
- CIK
- 0000826732
- Website
- calamos.com
- Similar Companies
- Business
- Calamos Global Equity Fund-Class A (CAGEX) is an open-end mutual fund managed by Calamos Advisors LLC that seeks long-term capital appreciation by investing primarily in equity securities of companies around the globe with key growth characteristics, including increasing profit margins and high returns on invested capital. The fund maintains a diversified portfolio typically comprising around 81 holdings, with significant allocations to information technology (30.9%), industrials (14.8%), and communication services (12.6%); it employs common stocks (96.9%), convertibles (1.9%), and options (0.9%), while targeting large-cap growth stocks across developed and emerging markets, including the United States (63.3% of assets), Europe, Asia-Pacific, and other regions. Share classes include A (CAGEX, with 4.75% front-end load and 1.40% net expense ratio), C (CCGEX), I (CIGEX), and R6 (CGEOX), with a minimum initial investment of $2,500 for A shares; the fund declares annual dividends and capital gains, serving financial advisors, individual investors, and institutions focused on global large-stock growth strategies. Launched on March 1, 2007, and domiciled in the United States with total net assets of approximately $151-160 million, the fund is advised by a team led by John Calamos since inception, alongside Dennis Cogan (since 2013), Nick Niziolek (since 2013), and newer members Kyle Ruge and Paul Ryndak (since February 2024). Calamos Advisors LLC, founded in 1977 and headquartered at 2020 Calamos Court in Naperville, Illinois, originally specialized in convertible securities before expanding into global equities, alternatives, and closed-end funds, with over $46 billion in assets under management as of September 2025 and additional offices in Chicago, New York, San Francisco, Milwaukee, Portland, and Miami. Recent developments at Calamos Advisors include the October 2025 launch of the third interval fund, Hedged Strategies Fund (HEDGX), in partnership with Aksia, expanding their AC Private Markets collaboration following the July 2025 debut of the Calamos Aksia Private Equity & Alternatives Fund (CAPVX) and prior private credit offerings; the firm also announced plans for a second autocallable income ETF (CAIQ) in 2025, building on the success of CAIE, alongside leadership expansions and a level distribution policy adoption for several closed-end funds in December 2024. These initiatives reflect Calamos' strategic growth in alternatives and structured products amid strong demand, while the Global Equity Fund continues to demonstrate competitive performance, with a one-year return of 20.39% and since-inception annualized return of 10.38% as of late 2025 versus the MSCI World Index.