CGO: Revisiting This Fund Following The Election
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The Calamos Global Total Return Fund (CGO) yields 8.23% but has underperformed the MSCI World Index and S&P 500, making it less appealing for core portfolios. Despite potential U.S. market outperformance, CGO is reducing its U.S. exposure.

November 18, 2024 | 7:15 pm
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NEGATIVE IMPACT
The Calamos Global Total Return Fund (CGO) has underperformed major indices and is reducing U.S. exposure, which may not align with potential U.S. market outperformance.
CGO's underperformance relative to the MSCI World Index and S&P 500, combined with its strategy to reduce U.S. exposure, suggests a negative short-term outlook, especially if the U.S. market outperforms.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100