Calamos Structured Protection ETFs is the first ETF suite that offers upside exposure to the S&P 500®, Nasdaq-100® or Russell 2000®, with no downside risk over a one-year outcome period. First listing anticipated to launch May 1.
What’s next for the markets? Check out the range of investment outlooks to learn why we believe our teams are well-equipped to perform in an environment that favors individual security selection, discipline, and the insight to identify themes that are transforming the world.
There are two key factors revealing a clear trend in upward momentum for Timpani Small Cap Growth fund (CTSIX).
US households and businesses are in robust health with balance sheets in their best shape in decades. Calamos Phineus Long/Short Fund (CPLIX) has been highly tactical around key positioning narratives, leaning into several AI themes while maintaining a modest level of net equity exposure.
Read the latest research from our partners at Aksia to understand why investors should due diligence the performance of past vintages and what to consider of current vintage portfolios.
Across asset classes, Calamos funds have demonstrated strong risk-adjusted historical returns.
As of April 30, 2021, Morningstar assigned CMNIX to a new category, Relative Value Arbitrage. This category is not assigned a star rating by Morningstar due to its small peer set. For more information about the changes, click here to learn more.
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Among 302 Moderately Aggressive Allocation funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 4 stars for 3 years, 5 stars for 5 years and 5 stars for 10 years out of 302, 274 and 225 Moderately Aggressive Allocation Funds, respectively, for the period ended 3/31/2024.
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Among 356 Global Allocation funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 3 stars for 3 years, 5 stars for 5 years and 5 stars for 10 years out of 356, 338 and 244 Global Allocation Funds, respectively, for the period ended 3/31/2024.
View CGCIX4 Stars
Among 322 Global Large-Stock Growth funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 4 stars for 3 years, 5 stars for 5 years and 4 stars for 10 years out of 322, 279 and 188 Global Large-Stock Growth Funds, respectively, for the period ended 3/31/2024.
View CIGEXJohn P. Calamos, Sr., founded Calamos Investments in 1977 to help investors create and build long-term wealth through innovative, risk-managed strategies. He pioneered the use of convertible strategies and alternative investment solutions to enhance returns and manage risk. Whether through Calamos Wealth Management or Calamos Investments, the firm has remained steadfast in its commitment to put investors first, actively manage risk, and deliver innovation and excellence.
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SubscribeThe Morningstar Relative Value Arbitrage Category is comprised of funds that seek out pricing discrepancies between pairs or combinations of securities regardless of asset class.
Morningstar Moderately Aggressive Allocation funds in allocation categories seek to provide both income and capital appreciation by primarily investing in multiple asset classes, including stocks, bonds, and cash. These moderately aggressive strategies prioritize capital appreciation over preservation. They typically expect volatility similar to a strategic equity exposure between 70% and 85%.
Morningstar Global Allocation Category funds seek to provide both capital appreciation and income by investing in three major areas: stocks, bonds, and cash. While these portfolios do explore the whole world, most of them focus on the US, Canada, Japan, and the larger markets in Europe. It is rare for such portfolios to invest more than 10% of their assets in emerging markets.
The Morningstar Global Large-Stock Growth Category is comprised of funds that invest in a variety of international stocks and typically skew towards large caps that are more expensive or projected to grow faster than other global large-cap stocks.
Morningstar Ratings™ are based on risk-adjusted returns and are through 3/31/24 for the share class listed and will differ for other share classes. Morningstar ratings are based on a risk-adjusted return measure that accounts for variation in a fund's monthly historical performance (reflecting sales charges), placing more emphasis on downward variations and rewarding consistent performance. Within each asset class, the top 10%, the next 22.5%, 35%, 22.5%, and the bottom 10% receive 5, 4, 3, 2 or 1 star, respectively. Each fund is rated exclusively against US domiciled funds. The information contained herein is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Source: ©2024 Morningstar, Inc.
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