Since 1990, thousands of investment professionals have turned to CMNIX to provide the risk-managed performance that can serve as a ballast to clients’ portfolios. Join us in celebrating what makes CMNIX special.
Among 101 Market Neutral 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 101, 74 and 22 Market Neutral Funds, respectively, for the period ended 9/30/2020.
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 109 Options-based funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 4 stars for 3 years and 5 stars for 5 years out of 109 and 65 Options-based Funds, respectively, for the period ended 9/30/2020.
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 310 Allocation--70% to 85% Equity funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 5 stars for 3 years, 5 stars for 5 years and 5 stars for 10 years out of 310, 279 and 190 Allocation--70% to 85% Equity Funds, respectively, for the period ended 9/30/2020.
The fund invests primarily in U.S. equity and convertible securities in an attempt to balance risk/reward while providing growth and income.
October 23, 2020
Our new monthly publication provides detail on Calamos' seven closed-end funds, including current annualized distribution rates for the funds versus yields of market benchmarks, monthly distributions, a premium/discount summary, fund performance data and distribution details.
Investment Team Voices
October 12, 2020
When thinking through which asset classes, sectors, and factors to favor, the Calamos global team frames the discussion around which cyclical regime we will be in based on the outlook for growth and inflation. There’s growing evidence that suggests a regime shift is underway.
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%.