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Calamos Convertible Equity Alt ETF CVRT

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub

Morningstar’s Analysis CVRT

Will CVRT 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 CVRT’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CVRT 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 CVRT’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Calamos Convertible Equity Alt ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CVRT

More CVRT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palo Alto Networks Inc 0.375%

8.91 1.7 Mil
Corporate

Royal Caribbean Group 6%

5.75 1.1 Mil
Corporate

MongoDB Inc. 0.25%

4.55 875,354
Corporate

Uber Technologies Inc 0.875%

4.40 847,145
Corporate

Apollo Global Management Inc 6.75% PRF CONVERT 31/07/2026 USD 50 - Ser A

3.65 701,818
Financial Services

Seagate HDD Cayman 3.5%

3.59 690,124
Corporate

Zscaler Inc 0.125%

3.48 669,637
Corporate

Booking Holdings Inc 0.75%

3.19 614,535
Corporate

Microstrategy Incorporated 0.75%

3.16 608,781
Corporate

NextEra Energy Inc Unit ( 6.926% Corporate Units 01/09/2025)

2.56 492,557
Utilities