Thursday, March 7
1:00 p.m. EDT
Join the Calamos team as they discuss a clever strategy that incorporates FLEX® Options that provides uncapped upside potential to the largest and most recognized Nasdaq-100® stocks with the income and risk mitigation potential of bonds.
As fundamentals become more important to investors, CTSIX’s focus on companies with sustainable, above-average growth prospects and strong stock momentum has been rewarded for both the year-to-date and one-year periods.
Calamos Market Neutral Income Fund (CMNIX) continued to demonstrate its potential benefits as a fixed income alternative. With little exposure to interest rate risk or opportunity, we believe our approach offers a compelling alternative for investors worried about interest rate volatility.
Convertible securities offer attractive benefits to issuers and investors alike, explains John P. Calamos, Sr., Founder and Global Chief Investment Officer of Calamos Investments.
Across asset classes, Calamos funds have demonstrated strong risk-adjusted historical returns.
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, 277 and 220 Moderately Aggressive Allocation Funds, respectively, for the period ended 1/31/2024.View CGIIX
Among 380 Global Allocation funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 2 stars for 3 years, 5 stars for 5 years and 5 stars for 10 years out of 380, 355 and 254 Global Allocation Funds, respectively, for the period ended 1/31/2024.View CGCIX
Among 10 Convertibles funds. The Fund's risk-adjusted returns based on total return (NAV) had 3 stars for 3 years, 4 stars for 5 years and 4 stars for 10 years out of 10, 10 and 8 Convertibles Funds, respectively, for the period ended 1/31/2024.View CHY
John 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.
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.
Morningstar Convertibles Category funds are designed to offer some of the capital-appreciation potential of stock portfolios while also supplying some of the safety and yield of bond portfolios. To do so, they focus on convertible bonds and convertible preferred stocks. Convertible bonds allow investors to convert the bonds into shares of stock, usually at a preset price. These securities thus act a bit like stocks and a bit like bonds.
Morningstar Ratings™ are based on risk-adjusted returns and are through 1/31/24 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.