Morningstar

Calamos Hedged Equity Fund Class I CIHEX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 20.30  /  −0.54 %
  • Total Assets 867.8M
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Equity Hedged
  • Investment Style Large Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.30%
  • Turnover 10%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CIHEX

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

  • People Pillar

    The People Pillar is our evaluation of the CIHEX 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 CIHEX’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 CIHEX

More CIHEX 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

8.54 74M
Technology

Apple Inc

7.48 65M
Technology

Microsoft Corp

5.49 48M
Technology

Amazon.com Inc

4.26 37M
Consumer Cyclical

Broadcom Inc

3.41 30M
Technology

Alphabet Inc Class A

3.34 29M
Communication Services

Alphabet Inc Class C

3.29 29M
Communication Services

Meta Platforms Inc Class A

2.23 19M
Communication Services

S+p 500 Index Jun27 6700 Put

2.05 18M
—

Tesla Inc

1.94 17M
Consumer Cyclical

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