CALAMOS GLOBAL TOTAL RETURN FUND (CGO)
The Calamos Global Total Return Fund is a U.S.-domiciled, balanced, closed-end mutual fund that originated from Calamos Investments LLC and is overseen by Calamos Advisors LLC. Established on March 30, 2004, this fund strategically allocates capital across international public equity and fixed-income markets. Its investment objective is to identify opportunities in securities issued by companies spanning a diverse range of sectors. The portfolio predominantly comprises common stocks, convertible bonds, and high-yield corporate debt instruments. To construct its holdings, the fund integrates thorough fundamental research with systematic quantitative analysis. The Calamos Global Total Return Fund measures its investment performance against the MSCI World Index.
Industry: Asset Management - Global
Calamos Global Total Return Fund
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
based on 9.83M shares outstanding
USThe Calamos Global Total Return Fund is a U.S.-domiciled, balanced, closed-end mutual fund that originated from Calamos Investments LLC and is overseen by Calamos Advisors LLC. Established on March 30, 2004, this fund strategically allocates capital across international public equity and fixed-income markets.
Its investment objective is to identify opportunities in securities issued by companies spanning a diverse range of sectors. The portfolio predominantly comprises common stocks, convertible bonds, and high-yield corporate debt instruments. To construct its holdings, the fund integrates thorough fundamental research with systematic quantitative analysis. The Calamos Global Total Return Fund measures its investment performance against the MSCI World Index.
Leadership
Daniel Dufresne
Vice President
Erik D. Ojala
Vice President and Secretary
Hugh P. Armstrong
Trustee
Jeffrey S. Phlegar
Trustee
Employees
--
Country
US
Sector
Financial Services
Website
calamos.com
| Name | Shares | % | Source |
|---|---|---|---|
MORGAN STANLEY | 464.7K | 4.7% | 13F |
BlackRock Portfolio Management LLC · may incl. warrants· filed Sep 2026 | 360.0K | 3.7% | 13G |
Advisors Asset Management, Inc. | 240.9K | 2.5% | 13F |
LPL Financial LLC | 212.2K | 2.2% | 13F |
Shaker Financial Services, LLC | 185.2K | 1.9% | 13F |
PRINCIPAL SECURITIES, INC. | 176.7K | 1.8% | 13F |
ENVESTNET ASSET MANAGEMENT INC | 166.0K | 1.7% | 13F |
Integrated Wealth Concepts LLC | 158.6K | 1.6% | 13F |
GUGGENHEIM CAPITAL LLC | 92.8K | 0.9% | 13F |
UBS Group AG | 72.6K | 0.7% | 13F |
based on 9.83M shares outstanding
US30d Avg
24.91K
60d Avg
22.24K
90d Avg
25.20K