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Morningstar

Calamos Timpani Small Cap Growth I CTSIX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 29.19  /  +1.04 %
  • Total Assets 266.5 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 215%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 PM GMT+0

Morningstar’s Analysis CTSIX

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings CTSIX

More CTSIX 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