Morningstar

Calamos Timpani SMID Growth Fund Class A CTAGX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 20.71  /  −2.59 %
  • Total Assets 47.9M
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 192%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CTAGX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calamos Timpani SMID Growth A holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings CTAGX

More CTAGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lumentum Holdings Inc

4.52 2M
Technology

Ciena Corp

3.64 2M
Technology

Dave Inc Ordinary Shares - Class A

3.42 2M
Technology

SiTime Corp Ordinary Shares

2.93 1M
Technology

Sterling Infrastructure Inc

2.86 1M
Industrials

Arrow Electronics Inc

2.82 1M
Technology

Rocket Lab Corp

2.60 1M
Industrials

Monolithic Power Systems Inc

2.24 1M
Technology

Silicon Motion Technology Corp ADR

2.23 1M
Technology

Rush Street Interactive Inc Ordinary Shares - Class A

2.22 1M
Consumer Cyclical

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