Better Health for All

Calamos Global Total Return Fund (CGO.US) is a financial investment fund. Its principal goods and services are its investment portfolio. The fund holds positions in tobacco companies (BTI, MO, PM), which are associated with negative health outcomes.

However, it also invests in numerous pharmaceutical and healthcare companies (e.g., PFE, NVS, NVO, AZN, ABT, ABBV, JNJ, CI, UNH, CVS, WBA) and has 5.8% of its assets in the Health Care sector as of January 31, 2026. Without specific percentages of the portfolio dedicated to harmful versus beneficial holdings, it is difficult to precisely quantify the net impact. Given the presence of tobacco, the fund's portfolio has some negative health consequences, but it is not the overwhelming majority of its holdings. Therefore, the fund's portfolio has less than 5% of products with negative health effects, but not 'nearly all offerings provide substantial health benefits', leading to a score of -10 for health_impact_core. Similarly, for harmful_revenue_share, the fund's revenue is from financial activities, but its investments include companies with established negative health outcomes (tobacco). Without specific revenue percentages from these harmful investments, but acknowledging their presence, a score of -10 is assigned, indicating 5-10% of revenue (indirectly through investments) from products with negative health impacts.

Fair Money & Economic Opportunity

Calamos Global Total Return Fund is a closed-end equity mutual fund that invests in public equity and fixed income markets. The provided articles do not contain any specific data points regarding consumer lending, deposit services, or other direct financial services to individuals or underserved communities.

Therefore, all KPIs related to fair money and economic opportunity for consumers are scored as 'Not applicable' or 'No data' based on the company's business model as an investment fund, which does not directly offer the types of consumer financial products or services that these KPIs evaluate.

Fair Trade & Ethical Sourcing

Calamos Global Total Return Fund (CGO.US) is a closed-end equity mutual fund that invests in public equity and fixed income markets.

As an investment fund, it does not procure or trade physical commodities, nor does it have a direct supply chain for physical goods. Therefore, all KPIs related to fair trade and ethical sourcing of physical commodities are not applicable to the company's direct operations. The provided articles discuss Calamos' ESG investment strategies and portfolio characteristics, but do not offer specific, quantitative data on CGO.US's own direct sourcing practices, supplier audits, or incidents related to physical supply chains.

Kind to Animals

The provided articles for Calamos Global Total Return Fund (CGO.US) are primarily focused on financial performance, asset allocation, and general fund information. CGO.US is described as a closed-end equity mutual fund, whose core business is investing in securities.

The articles do not provide any specific, concrete data points, policies, or actions for CGO.US regarding cruelty-free certifications, animal testing, humane operations, wildlife conservation, ethical input substitution, supplier audits, cage-free sourcing, R&D investment in animal-free alternatives, animal agriculture ethics, or public policy engagement related to animal welfare. As a financial fund, most of these KPIs would likely be N/A for its direct operations, but no explicit evidence is provided to confirm this or to score any KPI. Therefore, no KPIs can be scored based on the provided evidence.

No War, No Weapons

The fund's portfolio includes Boeing, a major defense contractor, which constitutes 2.1% of its net assets as of January 31, 2026.

This indicates an association with arms manufacturing, preventing verified zero exposure to controversial weapons. The company's sustainability policy mentions analyzing end-user supply chains and conflict minerals policies, and the Calamos Sustainable Equities team analyzes a company’s conflict minerals policy and seeks diversified sources, but no specific percentage of the supply chain certified conflict-free is provided. While Calamos is a UNPRI signatory and adheres to SFDR disclosures, there is no evidence of specific ethical red lines banning controversial weapons or a commitment to zero exposure to such weapons. The Board of Trustees approves proxy voting policies annually, but there is no indication of specific oversight over defense-related business activities within the portfolio, only that the board regularly reviews defense exposure.

Safe & Smart Tech

Calamos Investments, which manages CGO.US, utilizes standard encryption technology such as Transport Layer Security.

There are no documented incidents of unauthorized data use. The company's privacy policy outlines user rights including access, rectification, erasure, restriction, objection, and data transfer. Authentication security includes password/PIN requirements and verification procedures. Calamos Investments retains data only as necessary for fulfilling contractual, legal, regulatory, accounting, or reporting requirements, and states compliance with GDPR.