Calamos Convertible Equity Alt ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Calamos Convertible Equity Alternative ETF CVRT
Morningstar’s Analysis CVRT
Will CVRT outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 34.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Western Digital Corp. 3% | 8.99 | 2M | Corporate |
Boeing Co 6% PRF CONVERT 15/10/2027 USD 50 - Dep Rep 1/20th Sr A | 5.84 | 1M | Industrials |
Oracle Corp FR PRF PERPETUAL USD - DpSh 1/2000 Prf Sr D | 3.58 | 685,277 | Technology |
Lumentum Holdings Inc. 1.5% | 3.32 | 635,345 | Corporate |
Usd | 2.77 | 531,120 | Cash and Equivalents |
Albemarle Corp PRF PERPETUAL USD 1000 - Ser A 1/20th Pref St | 2.60 | 497,130 | Basic Materials |
Lumentum Holdings Inc. 0.375% | 2.57 | 492,381 | Corporate |
Lumentum Holdings Inc. 0.5% | 2.47 | 472,315 | Corporate |
Akamai Technologies, Inc. 0.25% | 1.89 | 361,163 | Corporate |
MKS Inc. 1.25% | 1.85 | 355,024 | Corporate |
United States