In partnership with Aksia, a global leader in private credit, we are proud to announce the launch of CAPIX: our institutional-style private credit solution for all investors.
The Calamos Sustainable Equities Team – PMs of our SROI ETF – explains why sustainable commodities can exist that add value and mitigate negative impacts on local ecosystems.
Can merger arbitrage take advantage of the changing market environment? Hear how our investment team is incorporating this opportunistic strategy into the Calamos Market Neutral Income Fund (CMNIX).
Private credit is a big house, and the direct lending sector is only one room inside. The private credit asset class is virtually as diverse as the global economy, explains Aksia LLC. Private credit can offer opportunities for yield and income, and several sectors of the private credit asset class may offer compelling potential throughout the market cycle.
The Calamos Sustainable Equities Team considers both financial and nonfinancial data to identify opportunity and manage risk. The team explores how stock exchanges are working to improve and increase nonfinancial data, including ESG data.
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.View CMNIX
Among 293 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 293, 280 and 219 Moderately Aggressive Allocation Funds, respectively, for the period ended 5/31/2023.View CGIIX
Among 377 Global 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 377, 344 and 255 Global Allocation Funds, respectively, for the period ended 5/31/2023.View CGCIX
Among 734 Diversified Emerging Mkts funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 3 stars for 3 years, 4 stars for 5 years and 4 stars for 10 years out of 734, 656 and 389 Diversified Emerging Mkts Funds, respectively, for the period ended 5/31/2023.View CNWIX
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.
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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 Diversified Emerging Markets Category is comprised of funds with at least 50% of assets invested in emerging markets.
Morningstar Ratings™ are based on risk-adjusted returns and are through 1/31/23 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: ©2023 Morningstar, Inc.