CCHEX – Calamos Hedged Equity C Investment Strategy | Morningstar

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Strategy

The investment seeks total return with lower volatility than equity markets. The fund seeks to achieve total return with lower volatility than equity markets. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities and securities with economic characteristics similar to stock or the equity markets. The fund may write call options (i) on a portion of the equity securities in the fund's portfolio and (ii) on broad-based securities indexes (such as the S&P 500 or MSCI EAFE) or ETFs (exchange traded funds).

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
CIHEX	Calamos Hedged Equity Fund Class I	Institutional	Open			Dec 31, 2014	$853.93M	0.900%	Below Average	$1M	$60.48M
CAHEX	Calamos Hedged Equity Fund Class A	Front Load	Open			Dec 31, 2014	$32.04M	1.150%	Below Average	$2,500	$632,338.21
CCHEX	Calamos Hedged Equity Fund Class C	Level Load	Open			Dec 31, 2014	$17.07M	1.900%	Below Average	$2,500	$1.34M

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