Calamos Global Equity Fund

Shareclass
Calamos Global Equity I (CIGEX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Calamos Global Equity Fund

FUND COVERAGE
# of holdings57
% of assets82%
Score
51 / 100
Rank

20.4 percentile

Group: International Equity

Rank: #873 out of 1,095

Grade
D

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

24 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Iberdrola SA
         % of fund invested: 0.95%
         $USD invested: $1.46M
  • 2. Boston Scientific Corp
         % of fund invested: 0.97%
         $USD invested: $1.5M
  • 3. UniCredit SpA
         % of fund invested: 2.2%
         $USD invested: $3.38M
  • 4. Societe Generale SA
         % of fund invested: 1.51%
         $USD invested: $2.32M
  • 5. Wells Fargo & Co
         % of fund invested: 1%
         $USD invested: $1.53M
  • 6. The Goldman Sachs Group Inc
         % of fund invested: 1.72%
         $USD invested: $2.64M
  • 7. Microsoft Corp
         % of fund invested: 2.18%
         $USD invested: $3.34M
  • 8. Banco Santander SA
         % of fund invested: 0.8%
         $USD invested: $1.23M
  • 9. Siemens AG
         % of fund invested: 1.46%
         $USD invested: $2.24M
  • 10. AT&T Inc
         % of fund invested: 2.1%
         $USD invested: $3.22M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Celsius Holdings Inc
         % of fund invested: 1.99%
         $USD invested: $3.06M
  • 2. Palantir Technologies Inc Ordinary Shares - Class A
         % of fund invested: 3.35%
         $USD invested: $5.15M
  • 3. AppLovin Corp Ordinary Shares - Class A
         % of fund invested: 1.06%
         $USD invested: $1.64M
  • 4. BayCurrent Inc
         % of fund invested: 0.91%
         $USD invested: $1.4M
  • 5. IREN Ltd
         % of fund invested: 0.49%
         $USD invested: $759,976
  • 6. Wintrust Financial Corp
         % of fund invested: 0.77%
         $USD invested: $1.18M
  • 7. Mirion Technologies Inc Ordinary Shares Class A
         % of fund invested: 0.9%
         $USD invested: $1.38M
  • 8. AeroVironment Inc
         % of fund invested: 0.85%
         $USD invested: $1.3M
  • 9. Credo Technology Group Holding Ltd
         % of fund invested: 0.63%
         $USD invested: $972,134
  • 10. Hitachi Ltd
         % of fund invested: 1.58%
         $USD invested: $2.43M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Calamos Global Equity Fund

Totals

Holdings
Assets
Weight
Prisons
4
$11.58M
7.53%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
6
$19.83M
13%
     Borders high risk
1
$5.15M
3.35%
Total
7
$21.26M
14%
Full fund results

Holdings — 7 flagged holdings

1.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$5.15M
3.35%
Borders :
$5.15M
3.35%
2.
Amazon.com Inc
Prisons
Borders
$4.3M
2.8%
Prisons
Borders :
$4.3M
2.8%
3.
Microsoft Corp
Prisons
Borders
$3.34M
2.18%
Prisons
Borders :
$3.34M
2.18%
4.
AT&T Inc
Borders
$3.22M
2.1%
Borders :
$3.22M
2.1%
5.
Alphabet Inc Class A
Prisons
Borders
$2.51M
1.64%
Prisons
Borders :
$2.51M
1.64%
6.
Costco Wholesale Corp
Prisons
$1.42M
0.93%
Prisons
$1.42M
0.93%
7.
AeroVironment Inc
Borders
$1.3M
0.85%
Borders :
$1.3M
0.85%
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