Calamos Market Neutral Income’s experienced management team and proven convertible arbitrage expertise overcome concerns about its fast-growing asset base. The strategy’s ability to weather recent market turmoil helped strengthen its case, leading to an upgrade of its Morningstar Analyst Rating to Bronze for the cheapest share classes while the most expensive share class remains Neutral.
Will CVSIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CVSIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CVSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of CVSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.