Calamos Global Opportunities Fund
Shareclass
Calamos Global Opportunities A (CVLOX)
Type
Open-end mutual fund
Manager
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
11/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Calamos Global Opportunities Fund CVLOX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Schneider Electric SE0.46% of assets$1.19M invested
- 2. UniCredit SpA1.3% of assets$3.37M invested
- 3. Wells Fargo & Co1.26% of assets$3.29M invested
- 4. JPMorgan Chase & Co1.09% of assets$2.83M invested
- 5. Philip Morris International Inc1.06% of assets$2.75M invested
- 6. Deutsche Telekom AG1.17% of assets$3.04M invested
- 7. The Goldman Sachs Group Inc0.98% of assets$2.53M invested
- 8. SAP SE0.96% of assets$2.5M invested
- 9. Microsoft Corp2% of assets$5.2M invested
- 10. Siemens AG1.14% of assets$2.97M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Shopify Inc Registered Shs -A- Subord Vtg0.5% of assets$1.29M invested
- 2. Palantir Technologies Inc Ordinary Shares - Class A0.76% of assets$1.96M invested
- 3. Canadian Natural Resources Ltd1.08% of assets$2.81M invested
- 4. Hitachi Ltd1.22% of assets$3.16M invested
- 5. Broadcom Inc0.64% of assets$1.66M invested
- 6. Costco Wholesale Corp1.05% of assets$2.73M invested
- 7. Apollo Global Management Inc 6.75% PRF CONVERT 31/07/2026 USD 50 - Ser A0.73% of assets$1.9M invested
- 8. Tesla Inc0.58% of assets$1.52M invested
- 9. Ares Management Corp 6.75% PRF PERPETUAL USD 50 - Ser B0.8% of assets$2.08M invested
- 10. Waste Management Inc1.16% of assets$3.01M invested
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Financial performance
Performance data provided by
Find more financial data on CVLOX at Morningstar.com
Find more financial data on CVLOX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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