Morningstar

Calamos Convertible Equity Alternative ETF CVRT

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

Morningstar’s Analysis CVRT

Will CVRT outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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 35.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

6.80 2M
Cash and Equivalents

Western Digital Corp. 3%

6.64 2M
Corporate

Boeing Co 6% PRF CONVERT 15/10/2027 USD 50 - Dep Rep 1/20th Sr A

5.05 2M
Industrials

Alphabet Inc PRF PERPETUAL USD 1000 - 1/20th Int Ser B

4.76 2M
Communication Services

Alphabet Inc PRF PERPETUAL USD 1000 - 1/20th Int Ser A

4.75 2M
Communication Services

Lumentum Holdings Inc. 0.375%

3.24 1M
Corporate

Super Micro Computer Inc PRF PERPETUAL USD - 1/20th Int Ser A

2.48 804,056
Technology

Hewlett Packard Enterprise Co 7.625% PRF CONVERT 01/09/2027 USD 50 - Ser C

2.45 795,124
Technology

Oracle Corp

2.12 687,921
Technology

MKS Inc. 1.25%

1.89 611,493
Corporate

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