Morningstar

Calamos Hedged Equity Fund Class A CAHEX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 20.36  /  +0.25 %
  • Total Assets 869.9M
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Equity Hedged
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.13%
  • Turnover 10%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

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 33.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.33 70M
Technology

Apple Inc

6.71 57M
Technology

Microsoft Corp

5.12 43M
Technology

Amazon.com Inc

4.30 36M
Consumer Cyclical

Alphabet Inc Class A

3.48 29M
Communication Services

Alphabet Inc Class C

3.45 29M
Communication Services

Broadcom Inc

3.28 28M
Technology

S+p 500 Index Jun27 6700 Put

2.85 24M
—

Meta Platforms Inc Class A

2.22 19M
Communication Services

Tesla Inc

1.76 15M
Consumer Cyclical

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