Can Your Bond Fund Do This?
February 25, 2020
Calamos Market Neutral Income Fund is one of an elite group of mutual funds—including just three liquid alts—that produced a decade of positive returns.
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What Could a Bond Alternative Do for Your Clients This Decade?
February 13, 2020
The declining interest rates of the past decade provided a strong tailwind for bond funds. And yet, Calamos Market Neutral Income Fund (CMNIX) managed to add value by delivering a bond-like return with a bond-like standard deviation but without the bond-like risk exposures.
Read PostNo Matter What: CMNIX
January 30, 2020
Here’s why we call the market neutral fund category leader both consistent and resilient.
Read PostMarket Neutral in 2019? Good Idea. CMNIX? An Even Better Idea
January 21, 2020
Morningstar's Market Neutral category led flows to alternative funds in 2019, with the category producing a 0.45% return. Compare that to Calamos Market Neutral Income Fund (CMNIX)'s 6.73% return.
Read PostFi360 Ranks Calamos Funds in Top Quartile
January 21, 2020
The Fi360 Fiduciary Score is a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management.
Read PostLiquid Alternatives: 2019 Year in Review
January 13, 2020
How did alternative funds perform in 2019, a year distinguished by strong gains in most traditional asset classes? Our annual review, including interactive charts for closer analysis, provides a look at liquid alts assets, flows, returns and news highlights.
Read PostAdvisors Make CMNIX the Largest Liquid Alt, and Calamos #3 Alts Manager in AUM
September 19, 2019
Calamos Market Neutral Income Fund (CMNIX) is the largest alternative in Morningstar’s $142 billion Alternative Funds category as of 8/31/19, according to Morningstar data. Calamos is the third largest liquid alts provider based on AUM.
Read PostAugust Was Wild, and Our Alts Worked
September 9, 2019
These are the markets our alternative funds are made for, an opportunity to demonstrate why they’re worthy of financial advisors' consideration as a core allocation in clients’ portfolios.
Read PostEven During the Bull Market for Bonds, Our Income Alt Provided More Than Enough for 30+ Years of Retirement
August 8, 2019
This hypothetical illustration shows how Calamos Market Neutral Income Fund (CMNIX) would have been a consistent source of retirement income over the course of a 30-year bull market for bonds.
Read PostDon’t Go, Part 2—Keep Clients Invested with Income Alternative CMNIX
May 22, 2019
For clients whose risk profile is more conservative, CMNIX is an income alternative to getting completely out of the market.
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