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Morningstar

Calamos Market Neutral Income C CVSCX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 14.63  /  −0.07 %
  • Total Assets 14.4 Bil
  • Adj. Expense Ratio
    1.800%
  • Expense Ratio 1.970%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Relative Value Arbitrage
  • Alt Style Correlation / Relative Volatility High/Low
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.26%
  • Turnover 28%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis CVSCX

Will CVSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CVSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CVSCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CVSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Diversification increasing as opportunities arise.

Senior Analyst Karen Zaya

Karen Zaya

Senior Analyst

Summary

Calamos Market Neutral Income benefits from a seasoned portfolio management team that combines complementary substrategies in a risk-aware manner.

by Karen Zaya
Rated on Published on

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Portfolio Holdings CVSCX

More CVSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

17.95 2.5 Bil
Cash and Equivalents

Apple Inc

3.97 548.1 Mil
Technology

Microsoft Corp

3.90 538.4 Mil
Technology

Calamos Short-Term Bond I

2.41 332.6 Mil
—

Palo Alto Networks Inc 0.375%

2.15 296.6 Mil
Corporate

Amazon.com Inc

1.89 261.2 Mil
Consumer Cyclical

NVIDIA Corp

1.71 235.8 Mil
Technology

Pioneer Natural Resources Company 0.25%

1.26 174.3 Mil
Corporate

Alphabet Inc Class C

1.18 162.6 Mil
Communication Services

Meta Platforms Inc Class A

1.14 157.2 Mil
Communication Services