Calamos Global Total Return Fund (CGO) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CGO. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CGO
CGO charges 2.86% annually. There are 75 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | CGO vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | CGO vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | CGO vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | CGO vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | CGO vs JNSMX |
Best Risk-Adjusted Alternatives to CGO
CGO has a PortfoliosLab risk / return rank of 28. There are 74 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | CGO vs TIBAX | |
| GMO Benchmark-Free Fund | 97 | — | Jun 2011 | CGO vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 97 | — | Jul 2003 | CGO vs GBMFX | |
| GMO Implementation Fund | 97 | — | Feb 2012 | CGO vs GIMFX | |
| Principal Diversified Select Real Asset Fund | 97 | — | Jul 2019 | CGO vs PDSYX |
Top Performing CGO Alternatives (YTD)
CGO is at 15.69% YTD. There are 3 mutual funds in the Global Allocation category with higher YTD returns, going as high as 17.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 17.63% | — | Dec 2002 | CGO vs TIBAX | |
| Wilmington Real Asset Fund | 17.01% | — | Jun 2003 | CGO vs WMRIX | |
| Calamos Global Dynamic Income Fund | 16.29% | — | Jun 2007 | CGO vs CHW | |
| GMO Implementation Fund | 15.19% | — | Feb 2012 | CGO vs GIMFX | |
| Hartford Real Asset Fund | 14.83% | — | May 2010 | CGO vs HRLYX |
Lowest Volatility Alternatives to CGO
CGO has 18.04% 1-year volatility. There are 77 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.02% | — | Jul 2019 | CGO vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.43% | — | Dec 2017 | CGO vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.75% | — | Mar 2011 | CGO vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.82% | — | Sep 2011 | CGO vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.96% | — | Dec 2011 | CGO vs PMFYX |
Lowest Drawdown Alternatives to CGO
CGO has a 1-year max drawdown of -15.24%. There are 76 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | CGO vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -3.48% | — | Mar 2011 | CGO vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | CGO vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | CGO vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | CGO vs MSTGX |
Other Mutual Funds from Calamos
The 10 most viewed Calamos mutual funds shown here include CMNIX, CSQ, CTSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calamos Market Neutral Income Fund Institutional C... | 98 | 3.54% | — | May 2000 | CGO vs CMNIX | ||
| Calamos Strategic Total Return Fund | Diversified Portfolio | 34 | 9.03% | — | Mar 2004 | CGO vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 55 | 19.41% | — | Mar 2011 | CGO vs CTSIX | |
| Calamos Convertible Opportunities and Income Fund | Convertible Bonds | 82 | 25.35% | — | Jun 1997 | CGO vs CHI | |
| Calamos Phineus Long/Short Fund | Long-Short | 7 | 3.50% | — | Apr 2016 | CGO vs CPLIX | |
| Calamos Growth and Income Fund | Diversified Portfolio | 55 | 9.24% | — | Sep 1988 | CGO vs CVTRX | |
| Calamos Hedged Equity Fund | Options Trading | 74 | 5.57% | — | Dec 2014 | CGO vs CIHEX | |
| Calamos Global Equity Fund | Global Equities | 25 | 12.12% | — | Feb 2007 | CGO vs CIGEX | |
| Calamos International Growth Fund | Foreign Large Cap Equities | 29 | 16.59% | — | Mar 2005 | CGO vs CIGIX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 90 | 2.15% | — | Aug 1999 | CGO vs CHYDX |
Often Compared With CGO
Investors most often compare CGO with GAOSX, SEAIX, PGP. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare CGO with Any Fund or Stock
Compare CGO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CGO with funds that move differently
Calamos Global Total Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CGO.
Explore CGO Diversifiers