Calamos Global Opportunities Fund
Shareclass
Calamos Global Opportunities C (CVLCX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Calamos Global Opportunities Fund
FUND COVERAGE
# of holdings46
% of assets54%
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
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. UniCredit SpA1.66%$5M
- 2. Philip Morris International Inc0.96%$2.9M
- 3. Societe Generale SA1.01%$3.05M
- 4. JPMorgan Chase & Co1.16%$3.48M
- 5. Wells Fargo & Co1.02%$3.06M
- 6. The Goldman Sachs Group Inc1.15%$3.46M
- 7. Microsoft Corp2.33%$7.03M
- 8. Banco Santander SA0.8%$2.42M
- 9. Siemens AG1.06%$3.18M
- 10. AT&T Inc2.12%$6.39M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Celsius Holdings Inc0.99%$2.99M
- 2. Palantir Technologies Inc Ordinary Shares - Class A1.21%$3.65M
- 3. BayCurrent Inc0.47%$1.4M
- 4. Fairfax Financial Holdings Ltd0.69%$2.07M
- 5. Hitachi Ltd1.16%$3.51M
- 6. Broadcom Inc0.98%$2.95M
- 7. MP Materials Corp Ordinary Shares - Class A0.38%$1.13M
- 8. Alamos Gold Inc Class A1.09%$3.27M
- 9. MercadoLibre Inc0.73%$2.2M
- 10. Costco Wholesale Corp0.9%$2.72M
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Calamos Global Opportunities Fund
Totals
Holdings
Assets
Weight
Prisons
5
$23.89M
7.93%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$29.14M
9.67%
Borders high risk
1
$3.65M
1.21%
Total
7
$33.93M
11%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$7.03M
2.33%
2.
Amazon.com Inc
:$6.8M
2.26%
3.
AT&T Inc
:$6.39M
2.12%
4.
Alphabet Inc Class A
:$5.28M
1.75%
5.
Palantir Technologies Inc Ordinary Shares - Class A
:$3.65M
1.21%
6.
Costco Wholesale Corp
$2.72M
0.9%
7.
Fairfax Financial Holdings Ltd
$2.07M
0.69%
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 CVLCX
Environment
Social
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