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Calamos Total Return Bond C CTRCX

Quantitative rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 9.15  /  0.63 %
  • Total Assets 34.8 Mil
  • Adj. Expense Ratio
    1.650%
  • Expense Ratio 1.650%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.28%
  • Effective Duration 5.81 years

Morningstar’s Analysis CTRCX

Will CTRCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A strong Process Pillar rating isn't sufficient for Calamos Total Return Bond C to overcome lower marks in Parent and other areas. This strategy retains its Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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