This recognition is a testament to our team's ability to navigate an ever-changing financial landscape and provide advisors and investors with strategies that help achieve long-term success.
Over the last full interest rate cycle, the Calamos Market Neutral Income Fund (CMNIX) notably outperformed the Bloomberg US Aggregate Bond Index with less volatility.
Investments in high-quality companies positioned for long-term growth has resulted in strong double-digit performance for SROI investors.
Source: Bloomberg. Performance data quoted is as of 9/26/24, and represents past performance, which is no guarantee of future results.
Listed October 1
Calamos S&P 500 Structured Alt Protection ETF – October
Listed October 1
Calamos Russell 2000 Structured Alt Protection ETF – October
The convertible market offers exciting opportunities across market caps, geographies, and credit qualities. Senior members of our team share their perspectives on the opportunity of convertibles, the new issuance market, and the importance of active management.
Long-awaited rate reductions coupled with the more attractive valuations of small caps make it an opportune time for the asset class and investors.
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.
View CMNIX5 Stars
Among 301 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 301, 274 and 227 Moderately Aggressive Allocation Funds, respectively, for the period ended 9/30/2024.
View CGIIX5 Stars
Among 340 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 340, 327 and 244 Global Allocation Funds, respectively, for the period ended 9/30/2024.
View CGCIX4 Stars
Among 323 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 323, 273 and 192 Global Large-Stock Growth Funds, respectively, for the period ended 9/30/2024.
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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Subscribe*Cap rates and ranges are shown gross of management fees. Initial cap rates shown are calculated on the business day prior to fund launch. Estimated cap range are estimates based on the last 15 trading days prior to range announcement, based on market conditions during the sample period and are subject to change. The actual cap rate may be different based on market events.
Cap rate and ranges are shown gross of management fees.
Cap ranges are estimates based on the last 15 trading days prior to range announcement, based on market conditions during the sample period, and are subject to change. The actual cap rate may be different based on market events.
The 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 8/31/24 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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