advertisement

Calamos fund achieves 5-star Morningstar rating

Naperville-based Calamos Investments announced its Calamos Global Equity Fund received a 5-Star Overall Morningstar Rating for its various share classes as of March 31.

The fund recently recognized its five-year anniversary on March 1. All of the fund’s shares classes were rated 5-stars for the overall, 3-year and 5-year periods among 710, 710 and 504 World Stock funds, respectively, for the period ended March 31.

The Calamos Global Equity Fund is an actively-managed equity strategy investing in what Calamos Investments believes to be the best opportunities for growth across countries and sectors globally, the company said in a statement.

The diversified portfolio invests in equities from both developed and emerging markets with an emphasis on companies with a global presence, diversified revenues and quality growth fundamentals.

“We are pleased by the success of the Calamos Global Equity Fund, which we feel offers investors a way to participate in several important global investment themes, including the growth of middle class consumption around the world and the increasing demand for technology by both businesses and individuals,” said John P. Calamos, Sr., CEO and co-chief investment officer.