Literature, Forms & Resources

Capabilities
Capabilities

Our capabilities reflect a time-tested commitment to offering risk-adjusted returns through innovative strategies to all investors.
Alternatives

Protected Bitcoin ETFs

Structured Protection ETFs

Convertibles

Sustainable Equities

Volatility Opportunity

Private Credit

Growth Equities

Closed-End Funds
Alternatives Snapshot

Alternative performance, flows and other data delivered to your inbox every month.
Subscribe
Products
Products

Calamos offers mutual funds, closed-end funds, UCITS funds and separate accounts across the asset class spectrum.
Mutual Funds

Closed-End Funds

Exchange-Traded Funds

Interval Funds

Institutional Strategies

UCITS Funds

Resources
Calamos Market Neutral Income Fund

An Absolute Return, Liquid Alternative Strategy
View Fund
Insights
Insights

Access perspectives on the markets, investment opportunities and how our capabilities can help investors achieve their objectives.
Investment Team Voices

Investment Ideas

Commentary

CIO Webinar Series
The Opportunity of Alternatives

Calamos Phineus Long/Short Fund continues to prove there is opportunity in all markets.
View More
About
About

Calamos is a global investment firm committed to excellence in investment management and client service.
Our Firm

Executive Officers

Investment Organization

ESG Policy

News

John Calamos Biography
Calamos Careers

View career opportunities at Calamos Investments.
View Careers

Fund Name	Annual Report	Semiannual Report	Holdings
Market Neutral Income Fund	Class: A C I R6 N-CSR Items 7-11	Class: A C I R6	Q1 Q3
Hedged Equity Fund	Class: A C I N-CSR Items 7-11	Class: A C I	Q1 Q3
Phineus Long/Short Fund	Class: A C I N-CSR Items 7-11	Class: A C I	Q1 Q3
Merger Arbitrage Fund	Class: A C I N-CSR Items 7-11	Class: A C I	Q1 Q3
Convertible Fund	Class: A C I N-CSR Items 7-11	Class: A C I	Q1 Q3
Global Convertible Fund	Class: A C I N-CSR Items 7-11	Class: A C I	Q1 Q3
Timpani Small Cap Growth Fund	Class: A C I R6 N-CSR Items 7-11	Class: A C I R6	Q1 Q3
Timpani SMID Growth Fund	Class: A I R6 N-CSR Items 7-11	Class: A I R6	Q1 Q3
Growth Fund	Class: A C I N-CSR Items 7-11	Class: A C I	Q1 Q3
Growth and Income Fund	Class: A C I R6 N-CSR Items 7-11	Class: A C I R6	Q1 Q3
Dividend Growth Fund	Class: A C I N-CSR Items 7-11	Class: A C I	Q1 Q3
Select Fund	Class: A C I N-CSR Items 7-11	Class: A C I	Q1 Q3
International Growth Fund	Class: A C I R6 N-CSR Items 7-11	Class: A C I R6	Q1 Q3
Evolving World Growth Fund	Class: A C I N-CSR Items 7-11	Class: A C I	Q1 Q3
Global Equity Fund	Class: A C I R6 N-CSR Items 7-11	Class: A C I R6	Q1 Q3
Global Opportunities Fund	Class: A C I N-CSR Items 7-11	Class: A C I	Q1 Q3
International Small Cap Growth Fund	Class: A C I R6 N-CSR Items 7-11	Class: A C I R6	Q1 Q3
Calamos Antetokounmpo Sustainable Equities Fund	Class: A C I R6 N-CSR Items 7-11	Class: A C I R6 N-CSRS Items 7-11	Q1 Q3
Total Return Bond Fund	Class: A C I N-CSR Items 7-11	Class: A C I	Q1 Q3
High Income Opportunities Fund	Class: A C I N-CSR Items 7-11	Class: A C I	Q1 Q3
Short-Term Bond Fund	Class: A I N-CSR Items 7-11	Class: A I	Q1 Q3

Closed End Funds

Fund Name	Fact Sheet	Quarterly Commentary	Statutory Prospectus	Annual Report	Semiannual Report	SAI
Calamos Global Dynamic Income Fund (CHW)	CHW Fact Sheet	CHW Quarterly Commentary	CHW Prospectus	Annual Report	Semi-Annual Report	CHW SAI
Calamos Global Total Return Fund (CGO)	CGO Fact Sheet	CGO Quarterly Commentary	CGO Prospectus	Annual Report	Semi-Annual Report	CGO SAI
Calamos Strategic Total Return Fund (CSQ)	CSQ Fact Sheet	CSQ Quarterly Commentary	CSQ Prospectus	Annual Report	Semi-Annual Report	CSQ SAI
Calamos Convertible and High Income Fund (CHY)	CHY Fact Sheet	CHY Quarterly Commentary	CHY Prospectus	Annual Report	Semi-Annual Report	CHY SAI
Calamos Convertible Opportunities and Income Fund (CHI)	CHI Fact Sheet	CHI Quarterly Commentary	CHI Prospectus	Annual Report	Semi-Annual Report	CHI SAI
Calamos Long/Short Equity & Dynamic Income Trust (CPZ)	CPZ Fact Sheet	CPZ Quarterly Commentary	CPZ Prospectus	Annual Report	Semi-Annual Report	CPZ SAI
Calamos Dynamic Convertible and Income Fund (CCD)	CCD Fact Sheet	CCD Quarterly Commentary	CCD Prospectus	Annual Report	Semi-Annual Report	CCD SAI

Exchange-Traded Funds

Fund Name	Annual Report	Semiannual Report	Holdings
Calamos Antetokounmpo Global Sustainable Equities ETF (SROI)	TSR N-CSR Items 7-11	TSR N-CSRS Items 7-11	Q1 Q3
Calamos Convertible Equity Alternative ETF (CVRT)	TSR N-CSR Items 7-11	TSR N-CSRS Items 7-11	Q1 Q3
Calamos CEF Income & Arbitrage ETF (CCEF)	TSR N-CSR Items 7-11	TSR N-CSRS Items 7-11	Q1 Q3
Calamos Alternative Nasdaq & Bond ETF (CANQ)	TSR N-CSR Items 7-11	TSR N-CSRS Items 7-11	Q1 Q3
Calamos S&P 500 Structured Alt Protection ETF – May (CPSM)	TSR N-CSR Items 7-11	TSR N-CSRS Items 7-11	Q1
Calamos Nasdaq-100 Structured Alt Protection ETF – June (CPNJ)	TSR N-CSR Items 7-11	TSR N-CSRS Items 7-11	Q1
Calamos Russell 2000 Structured Alt Protection ETF – July (CPRJ)	TSR N-CSR Items 7-11	TSR N-CSRS Items 7-11	Q1
Calamos S&P 500 Structured Alt Protection ETF – July (CPSJ)	TSR N-CSR Items 7-11	TSR N-CSRS Items 7-11	Q1
Calamos S&P 500 Structured Alt Protection ETF – August (CPSA)		TSR N-CSRS Items 7-11	Q1
Calamos Nasdaq-100 Structured Alt Protection ETF – September (CPNS)		TSR N-CSRS Items 7-11	Q1
Calamos S&P 500 Structured Alt Protection ETF – September (CPST)		TSR N-CSRS Items 7-11	Q1
Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL)		TSR N-CSRS Items 7-11	Q1
Calamos Russell 2000 Structured Alt Protection ETF – October (CPRO)		TSR N-CSRS Items 7-11	Q1
Calamos S&P 500 Structured Alt Protection ETF – October (CPSO)		TSR N-CSRS Items 7-11	Q1
Calamos S&P 500 Structured Alt Protection ETF – November (CPSN)		TSR N-CSRS Items 7-11
Calamos Nasdaq-100 Structured Alt Protection ETF – December (CPNQ)		TSR N-CSRS Items 7-11
Calamos S&P 500 Structured Alt Protection ETF – December (CPSD)		TSR N-CSRS Items 7-11
Calamos Russell 2000 Structured Alt Protection ETF – January (CPRY)		TSR N-CSRS Items 7-11
Calamos S&P 500 Structured Alt Protection ETF – January (CPSY)		TSR N-CSRS Items 7-11
Calamos Bitcoin Structured Alt Protection ETF – January (CBOJ)		TSR N-CSRS Items 7-11
Calamos S&P 500 Structured Alt Protection ETF – February (CPSF)
Calamos Bitcoin 90 Series Structured Alt Protection ETF - January (CBXJ)
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ)
Calamos Nasdaq-100 Structured Alt Protection ETF – March (CPNM)
Calamos S&P 500 Structured Alt Protection ETF – March (CPSR)
Calamos Russell 2000 Structured Alt Protection ETF – April (CPRA)
Calamos S&P 500 Structured Alt Protection ETF – April (CPSP)
Calamos Bitcoin Structured Alt Protection ETF – April (CBOA)
Calamos Bitcoin 90 Series Structured Alt Protection ETF - April (CBXA)
Calamos Bitcoin 80 Series Structured Alt Protection ETF - April (CBTA)

Interval Funds

Fund Name	Fact Sheet	Quarterly Commentary	Statutory Prospectus	Annual Report	Semiannual Report	SAI
Calamos Aksia Alternative Credit and Income Fund	Calamos Aksia Alternative Credit and Income Fund Fact Sheet	Calamos Aksia Alternative Credit and Income Fund Commentary	CAPIX Prospectus	Annual Report	Semi-Annual Report	CAPIX SAI

Institutional Strategies

Strategy Name	Fact Sheet	Quarterly Commentary
Dynamic Intermediate Tax-Efficient Strategy	Calamos Dynamic Intermediate Tax-Efficient Fact Sheet
International Growth Concentrated Strategy	Fact Sheet	Performance Review
US Convertible Strategy	Fact Sheet	Performance Review
Market Neutral Income Strategy	Fact Sheet	Performance Review
Merger Arbitrage Strategy	Merger Arbitrage Strategy Fact Sheet
Emerging Economies Strategy	Fact Sheet	Performance Review
Global Opportunities Strategy	Fact Sheet	Performance Review
Global Growth Strategy	Fact Sheet	Performance Review
US All Cap Growth Strategy	US All Cap Growth Fact Sheet	US All Cap Growth Performance Review
US Opportunities Strategy	Fact Sheet	Performance Review
International Sustainable Equities SMA Strategy	International Sustainable Equities SMA Strategy Fact Sheet	International Sustainable Equities SMA Strategy Performance Review
US Sustainable Equities SMA Strategy	US Sustainable Equities SMA Strategy Fact Sheet	US Sustainable Equities SMA Strategy Performance Review
Core Plus Fixed Income Strategy	Fact Sheet	calamos-core-plus-fixed-income-institutional-strategy-performance-review.pdf
Timpani Small Cap Growth Strategy	Timpani Small Cap Growth Fact Sheet	Performance Review
Global Convertible Strategy	Fact Sheet	Performance Review
International Growth Strategy	Fact Sheet	Performance Review
Global Sustainable Equities SMA Strategy	Global Sustainable Equities SMA Strategy Fact Sheet	Global Sustainable Equities SMA Strategy Performance Review
Hedged Equity Strategy	Fact Sheet	Performance Review
Timpani SMID Growth Strategy	Timpani SMID Strategy Fact Sheet	Timpani SMID Growth Strategy Performance Review
High Income Opportunities Strategy	Fact Sheet	Performance Review
Phineus Long/Short Strategy	Fact Sheet

UCITS Funds

Fund Name	Fact Sheet (Z)	Fact Sheet (I, Z)	Commentary	KIIDS	Supplement	Annual Report	Semi-annual Report	Full Prospectus
Calamos Antetokounmpo US Sustainable Equities Fund	Fact Sheet			KIID
Global Convertible Fund	Fact Sheet (Share Class Z)	Fact Sheet (Share Class I, Z)	Quarterly Commentary	KIIDS	Calamos Global Convertible Fund Supplement	Annual Report	Semi-annual Report	Calamos Global Convertible Fund Prospectus
Growth and Income Fund			Quarterly Commentary	KIIDS	Calamos Growth and Income UCITS Supplement	Annual Report	Semi-annual Report	Calamos Growth and Income UCITS Prospectus