Morningstar

Calamos Hedged Equity Fund Class A CAHEX

Morningstar Medalist Rating
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Medalist Rating as of See Calamos Investment Hub
  • NAV / 1-Day Return $20.75  /  +0.73 %
  • Fund Size $911.6M
  • Adjusted Expense Ratio 1.150%
  • Net Expense Ratio 1.150%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Equity Hedged
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.12%
  • Turnover Ratio 10%
NAV and 1-Day Return as of

Morningstar’s Analysis CAHEX

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

  • People Pillar

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

Unique approach to hedged equity.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Calamos Hedged Equity’s strong portfolio management team plies a unique hedged equity approach.

by Chris Tate
Rated on Published on

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Portfolio Holdings CAHEX

More CAHEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.31 74M
Technology

Apple Inc

7.07 63M
Technology

Microsoft Corp

5.75 51M
Technology

Amazon.com Inc

3.80 34M
Consumer Cyclical

Put On S&P 500 Dec27

3.53 31M
—

Alphabet Inc Class A

2.77 25M
Communication Services

Alphabet Inc Class C

2.73 24M
Communication Services

Broadcom Inc

2.63 23M
Technology

Meta Platforms Inc Class A

1.88 17M
Communication Services

Micron Technology Inc

1.73 15M
Technology

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