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Morningstar

Calamos Timpani Small Cap Growth A CTASX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 28.90  /  −0.07 %
  • Total Assets 276.8 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • 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 —
  • Turnover 215%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:10 PM GMT+0

Morningstar’s Analysis CTASX

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

  • People Pillar

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

A sound investment process and strong management team underpin Calamos Timpani Small Cap Growth A's Morningstar Medalist Rating of Bronze.

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 CTASX

More CTASX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

3.05 8.5 Mil
Technology

RxSight Inc

2.94 8.3 Mil
Healthcare

Modine Manufacturing Co

2.74 7.7 Mil
Consumer Cyclical

FTAI Aviation Ltd

2.68 7.5 Mil
Industrials

Celsius Holdings Inc

2.52 7.1 Mil
Consumer Defensive

e.l.f. Beauty Inc

2.45 6.9 Mil
Consumer Defensive

Axon Enterprise Inc

2.43 6.8 Mil
Industrials

Celestica Inc Shs Sub-Voting

2.30 6.5 Mil
Technology

Vertiv Holdings Co Class A

2.28 6.4 Mil
Industrials

Credo Technology Group Holding Ltd

2.23 6.3 Mil
Technology