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CIGIX vs HLMIX

Both CIGIX and HLMIX are mutual funds. CIGIX has a higher 5-year return than HLMIX (17.01% vs 13.36%). CIGIX has a higher expense ratio than HLMIX (0.85% vs 0.81%). Below is the comparison between CIGIX and HLMIX.

CIGIX HLMIX
Security Type Mutual fund Mutual fund
Segment International Equity: Foreign Large Growth International Equity: Foreign Large Growth
Family Calamos Harding Loevner
Net Assets $206.30M $17.89B
Expense Ratio 0.85% 0.81%
Management Style active active
Dividend Yield 0.01% 0.70%
Minimum Investment $1,000,000.00 $100,000.00
YTD Return 8.06% 7.67%
1-Year Return 3.71% 5.08%
3-Year Return 16.43% 10.68%
5-Year Return 17.01% 13.36%
10-Year Return 9.08% 8.34%

CIGIX description

The Fund seeks long-term capital growth. The Fund pursues this by investing in securities that, in the investment adviser's opinion, offer some of the best opportunities for growth primarily outside the United States.

CIGIX performance & returns

YTD Return 8.06%
1-Month Return 3.89%
3-Month Return 3.71%
1-Year Return 3.71%
3-Year Return 16.43%
5-Year Return 17.01%
10-Year Return 9.08%
CIGIX expense ratio is 0.85%.

CIGIX holdings

Top 10 Holdings (30.49% of Total Assets)

Name Symbol % Assets
Alibaba Group Holding Ltd ADR BABA 4.85%
Tencent Holdings Ltd 00700 4.04%
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 3.23%
Keyence Corp 6861 3.03%
ASML Holding NV ASML 2.83%
Reliance Industries Ltd RELIANCE.B 2.79%
Lululemon Athletica Inc LULU 2.67%
Novo Nordisk A/S ADR NVO 2.50%
Alcon Inc ALC 2.43%
Sea Ltd ADR SE.SI 2.12%

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HLMIX description

The Fund seeks long-term capital appreciation through investments in equity securities of companies based outside the United States. The Fund invests in equity securities of companies based in developed markets outside the U.S. as well as established companies in emerging markets.

HLMIX performance & returns

YTD Return 7.67%
1-Month Return 4.05%
3-Month Return 5.08%
1-Year Return 5.08%
3-Year Return 10.68%
5-Year Return 13.36%
10-Year Return 8.34%
HLMIX expense ratio is 0.81%.

HLMIX holdings

Top 10 Holdings (31.96% of Total Assets)

Name Symbol % Assets
Taiwan Semiconductor Manufacturing Co Ltd ADR TSM.TW 3.56%
Infineon Technologies AG IFX.DE 3.44%
Northern Institutional Treasury Premier NTPXX 3.39%
SAP SE ADR SAP.DE 3.34%
Atlas Copco AB A ATCO A 3.34%
Roche Holding AG Dividend Right Cert. ROG 3.13%
L'Oreal SA OR.PA 3.09%
AIA Group Ltd 01299.HK 2.96%
Lonza Group Ltd LONN 2.91%
Adyen NV ADYEN 2.80%

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