Morningstar

Calamos Timpani Small Cap Growth Fund Class R6 CTSOX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 59.88  /  +0.32 %
  • Total Assets 805.1M
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 195%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CTSOX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calamos Timpani Small Cap Growth R6 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings CTSOX

More CTSOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lumentum Holdings Inc

4.34 36M
Technology

Dave Inc Ordinary Shares - Class A

3.48 29M
Technology

Sterling Infrastructure Inc

3.18 26M
Industrials

SiTime Corp Ordinary Shares

3.09 26M
Technology

Ciena Corp

2.76 23M
Technology

Kopin Corp

2.33 19M
Technology

Silicon Motion Technology Corp ADR

2.27 19M
Technology

LightPath Technologies Inc Class A

2.27 19M
Technology

Rush Street Interactive Inc Ordinary Shares - Class A

2.26 19M
Consumer Cyclical

Amprius Technologies Inc

2.20 18M
Industrials

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