CAGEX Mutual Fund

CAGEX Mutual Fund (Calamos Global Equity Fund-Class A) is managed by Calamos Investments. CAGEX expense ratio is 1.40%, holding 75 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2007-03-01.

CAGEX performance shows a YTD return of 12.81%. The 1-year return is 17.61% and the 5-year return is 10.25%. CAGEX dividend yield stands at 14.66%, paid annually.

CAGEX top holdings include Nvidia Corp. (7.3%), Alphabet Inc Common Stock USD 0.001 (4.8%), State Street Navigator Securities Lending Government Money Market Portfolio (4.5%), Taiwan Semiconductor Manufacturing Co. Ltd. (3.9%), Samsung Electronics (Equity) (3.0%). Go to all CAGEX holdings, CAGEX sectors, or CAGEX dividends.

CAGEX can be compared against other funds. Use CAGEX overlap to find shared positions, or CAGEX vs another fund for a side-by-side view. CAGEX alternatives are available via the screener, along with tax-loss harvesting opportunities.