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Calamos High Income Opportunities A CHYDX

Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 7.65  /  0.00
  • Total Assets 35.1 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 6.25%
  • Effective Duration 2.88 years

Morningstar’s Analysis CHYDX

Will CHYDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Calamos High Income Opportunities A boasts strong People and Process Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings CHYDX

  • Current Portfolio Date
  • Equity Holdings 12
  • Bond Holdings 439
  • Other Holdings 19
  • % Assets in Top 10 Holdings 6.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

1.70
600,963
Cash and Equivalents

Jefferies Finance LLC/JFIN Co-Issuer Corp 5%

0.67
236,202
Corporate

Petsmart Inc / Petsmart Financial Corporation 4.75%

0.67
235,490
Corporate

CSC Holdings, LLC 5.375%

0.63
221,885
Corporate

TEAM HEALTH HOLDINGS, INC. 2022 TERM LOAN B

0.61
214,380
Corporate

GTCR W-2 Merger Sub LLC 7.5%

0.60
212,398
Corporate

OCI NV 6.7%

0.58
204,692
Corporate

Tenet Healthcare Corporation 6.25%

0.57
200,786
Corporate

Burford Capital Global Finance LLC 6.875%

0.56
196,810
Corporate

Jazz Securities Designated Activity Company 4.375%

0.55
195,756
Corporate