See how Calamos funds outperformed during the February 20 to March 23 drawdown and across the full first quarter ended March 31.
Among 99 Market Neutral funds. The Fund's load-waived Class I Shares had 4 stars for 3 years, 5 stars for 5 years and 5 stars for 10 years out of 99, 78 and 21 Market Neutral Funds, respectively, for the period ended 4/30/2020.
Core market strategies include covered call writing and convertible arbitrage. Together, these strategies are intended to provide the fund with an enhanced potential for risk-managed returns due to their differing responses to volatility.
Among 118 Options-based funds. The Fund's load-waived Class I Shares had 5 stars for 3 years and 5 stars for 5 years out of 118 and 69 Options-based Funds, respectively, for the period ended 4/30/2020.
Aims to achieve the total return of equity markets with lower volatility. It utilizes a covered call strategy, which invests in a diversified portfolio of equities while using options to generate income and manage risk.
Among 309 Allocation--70% to 85% Equity funds. The Fund's load-waived Class I Shares had 5 stars for 3 years, 5 stars for 5 years and 4 stars for 10 years out of 309, 277 and 194 Allocation--70% to 85% Equity Funds, respectively, for the period ended 4/30/2020.
The fund invests primarily in U.S. equity and convertible securities in an attempt to balance risk/reward while providing growth and income.
May 27, 2020
The skills of the Calamos Timpani Small Cap Growth Fund (CTSIX) team are expressed in the fund’s performance results both during the drawdown and as the snapback has continued through May.
Investment Team Voices
May 28, 2020
Alex Wolf, CFA, discusses the cloud software market and the many untapped opportunities for growth investors who understand the opportunities in China’s domestic market.
The Morningstar Market Neutral Category represents funds that attempt to eliminate the risks of the market by holding 50% of assets in long positions in stocks and 50% of assets in short positions.
Morningstar Options-Based Category represents funds that generate a significant portion of their returns from the collection of premiums on options contracts sold.
Morningstar Allocation—70% to 85% Equity funds seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds and cash. These portfolios are dominated by domestic holdings and have equity exposures between 70% and 85%.