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Morningstar

Calamos High Income Opportunities A CHYDX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 7.57  /  0.00
  • Total Assets 34.9 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 Low/Limited
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 6.25%
  • Effective Duration 2.88 years

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CHYDX

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

  • People Pillar

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

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-highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings CHYDX

More CHYDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

1.83 641,802
Cash and Equivalents

TEAM HEALTH HOLDINGS, INC. 2022 TERM LOAN B

0.70 245,845
Corporate

Petsmart Inc / Petsmart Financial Corporation 4.75%

0.67 234,588
Corporate

Jefferies Finance LLC/JFIN Co-Issuer Corp 5%

0.67 234,348
Corporate

CSC Holdings, LLC 5.375%

0.62 218,252
Corporate

Tenet Healthcare Corporation 6.25%

0.57 199,692
Corporate

OCI NV 6.7%

0.56 197,194
Corporate

Jazz Securities Designated Activity Company 4.375%

0.55 193,773
Corporate

Burford Capital Global Finance LLC 6.875%

0.55 193,262
Corporate

Ford Motor Credit Company LLC 5.113%

0.55 192,844
Corporate