Calamos Hedged Equity Fund Class I CIHEX

Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 20.72  /  +0.44 %
  • Total Assets 903.0M
  • 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 0.29%
  • Turnover 10%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 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.

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.

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Portfolio Holdings CIHEX

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.73 67M
Technology

Apple Inc

7.05 61M
Technology

Microsoft Corp

5.39 47M
Technology

Put On S&P 500 Dec27

4.36 38M
—

Amazon.com Inc

4.07 35M
Consumer Cyclical

Alphabet Inc Class A

2.97 26M
Communication Services

Alphabet Inc Class C

2.97 26M
Communication Services

Broadcom Inc

2.82 25M
Technology

Meta Platforms Inc Class A

1.87 16M
Communication Services

Eli Lilly and Co

1.52 13M
Healthcare

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