CVRT – Calamos Convertible Equity Alt ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks total return through capital appreciation and current income. The fund is an actively managed exchange-traded fund ("ETF") that invests in the segment of the U.S. convertibles marketplace that has a higher level of equity sensitivity. The fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes, if any) in a portfolio of convertible securities (including synthetic convertible instruments). The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CVRT	Calamos Convertible Equity Alternative ETF	ETF	Open	—		Oct 3, 2023	$42.72M	0.690%	—	—	$27.59M

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