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description= Calamos Investments is a diversified global investment firm offering innovative investment strategies including alternatives, multi-asset, convertible, fixed income, and equity. The firm offers strategies through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds.;
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Text of the page (random words):
ncome fund class i caphx calamos aksia alternative credit and income fund class a capgx calamos aksia alternative credit and income fund class c capvx calamos aksia private equity and alternatives fund class i caahx calamos aksia private equity and alternatives fund class a caccx calamos aksia private equity and alternatives fund class c hedgx calamos aksia hedged strategies fund class i hedax calamos aksia hedged strategies fund class a hedcx calamos aksia hedged strategies fund class c cmnix market neutral income fund class i cvsix market neutral income fund class a cvscx market neutral income fund class c cvsox market neutral income fund class r6 cgiix growth and income fund class i cvtrx growth and income fund class a cvtcx growth and income fund class c cgiox growth and income fund class r6 cgrix growth fund class i cvgrx growth fund class a cvgcx growth fund class c cplix phineus long short fund class i cplsx phineus long short fund class a cpclx phineus long short fund class c cicvx convertible fund class i ccvix convertible fund class a ccvcx convertible fund class c cihex hedged equity fund class i cahex hedged equity fund class a cchex hedged equity fund class c ctsix timpani small cap growth fund class i ctasx timpani small cap growth fund class a ctcsx timpani small cap growth fund class c ctsox timpani small cap growth fund class r6 cnwix evolving world growth fund class i cnwgx evolving world growth fund class a cnwdx evolving world growth fund class c cgcix global opportunities fund class i cvlox global opportunities fund class a cvlcx global opportunities fund class c cigix international growth fund class i cigrx international growth fund class a cigcx international growth fund class c cigox international growth fund class r6 cigex global equity fund class i cagex global equity fund class a ccgex global equity fund class c cgeox global equity fund class r6 cxgcx global convertible fund class i cagcx global convertible fund class a ccgcx global convertible fund class c cstix short term bond fund class i cstbx short term bond fund class a cvaix select fund class i cvaax select fund class a cvacx select fund class c cihyx high income opportunities fund class i chydx high income opportunities fund class a cchyx high income opportunities fund class c ctigx timpani smid growth fund class i ctagx timpani smid growth fund class a ctogx timpani smid growth fund class r6 ctrix total return bond fund class i ctrax total return bond fund class a ctrcx total return bond fund class c sroix calamos antetokounmpo sustainable equities fund class i sroax calamos antetokounmpo sustainable equities fund class a srocx calamos antetokounmpo sustainable equities fund class c srorx calamos antetokounmpo sustainable equities fund class r6 cmrgx merger arbitrage fund class i cmrax merger arbitrage fund class a cmrcx merger arbitrage fund class c csq strategic total return fund chy convertible and high income fund chi convertible opportunities and income fund ccd dynamic convertible and income fund chw global dynamic income fund cpz long short equity dynamic income trust cgo global total return fund csgix international small cap growth fund class i caisx international small cap growth fund class a ccisx international small cap growth fund class c cisox international small cap growth fund class r6 global convertible fund a eur acc global convertible fund a usd acc global convertible fund a usd dist global convertible fund c eur acc global convertible fund c usd acc global convertible fund c usd dist global convertible fund i eur acc global convertible fund i gbp acc global convertible fund i usd acc global convertible fund i usd dist global convertible fund n usd acc global convertible fund z chf acc global convertible fund z eur acc global convertible fund z eur dist global convertible fund z gbp acc global convertible fund z gbp dist global convertible fund z usd acc growth and income fund a usd acc growth and income fund a usd dist growth and income fund i usd acc growth and income fund n usd acc growth and income fund n usd dist growth and income fund z usd acc calamos antetokounmpo us sustainable equities fund a usd acc calamos antetokounmpo us sustainable equities fund i usd acc calamos antetokounmpo us sustainable equities fund n usd acc calamos antetokounmpo us sustainable equities fund z chf acc calamos antetokounmpo us sustainable equities fund z eur acc calamos antetokounmpo us sustainable equities fund z gbp acc calamos antetokounmpo us sustainable equities fund z usd acc wealth management log in institutional investors individual investor accounts calamos investments site navigation calamos investments back to menu calamos investments capabilities close menu capabilities our capabilities reflect a time tested commitment to offering risk adjusted returns through innovative strategies to all investors alternatives autocallable etfs closed end funds convertibles global equities growth equities private markets protected bitcoin etfs structured protection etfs sustainable equities volatility opportunity alternatives snapshot alternative performance flows and other data delivered to your inbox every month subscribe products close menu products calamos offers mutual funds closed end funds ucits funds and separate accounts across the asset class spectrum mutual funds closed end funds exchange traded funds interval funds institutional strategies ucits funds resources calamos market neutral income fund an absolute return liquid alternative strategy view fund research close menu research access perspectives on the markets investment opportunities and how our capabilities can help investors achieve their objectives investment team voices investment ideas commentary the opportunity of alternatives calamos phineus long short fund continues to prove there is opportunity in all markets view more about close menu about calamos is a global investment firm committed to excellence in investment management and client service our firm executive officers investment organization news john calamos biography calamos careers view career opportunities at calamos investments view careers calamos investments calamos autocallable income etfs featured in barron s the evolution of markets often comes down to who builds first and who builds best we believe autocallable income etfs are one of the most important innovations in income investing in years and as barron s recently noted calamos has dominated the category access the barron s article cage has arrived built for compounding wealth exposure to growth notes with memory tax efficient structure amplify your growth with cage seeking high stable tax efficient monthly income look no further your income strategy just got an upgrade for investors who love income toggle carousel auto play setting calamos protected bitcoin etfs cboa reset on april 7 calamos bitcoin structured alt protection etf april initial cap rate 9 72 cbxa reset on april 7 calamos bitcoin 90 series structured alt protection etf april initial cap rate 23 12 cbta reset on april 7 calamos bitcoin 80 series structured alt protection etf april initial cap rate 37 97 buy now choose a brokerage e trade fidelity robinhood calamos wealth management schwab sofi vanguard interactive brokers are you a financial professional contact your calamos representative to learn if protected bitcoin etfs are available for purchase at your firm note when you select one of these links you are now leaving calamos com calamos has not reviewed the website and does not guarantee any claims or assume any responsibility for the content hyperlinks are provided as a convenience and calamos does not claim any responsibility for information services or products found on the linked websites calamos is not affiliated with these hyperlinked firms recent insights protected bitcoin improving portfolios utilizing a stable risk framework our research shows traditional portfolios may undervalue bitcoin s potential using a stable risk framework advisors can confidently allocate 3 10 enhancing returns and reducing drawdowns we ve challenged the typical 1 2 allocation read the whitepaper stay the course a visual guide to the power of long term investing market dynamics are changing prompting investors to question whether they should stay invested check out the investor ready chartbook for a breadth of timeless and visual insights that can help your investors stay the course during turbulent markets more insights today for tomorrow our brand manifesto today for tomorrow captures calamos true heart and soul what we stand for and represent for almost 50 years now learn more about our manifesto featured funds across asset classes calamos funds have demonstrated strong risk adjusted historical returns cmnix calamos market neutral income fund as of april 30 2021 morningstar assigned cmnix to a new category relative value arbitrage this category is not assigned a star rating by morningstar due to its small peer set for more information about the changes click here to learn more view cmnix cgiix calamos growth and income fund 5 stars among 123 moderately aggressive allocation funds the fund s risk adjusted returns based on load waived class i shares had 4 stars for 3 years 4 stars for 5 years and 5 stars for 10 years out of 123 117 and 100 moderately aggressive allocation funds respectively for the period ended 4 30 2026 view cgiix cgcix calamos global opportunities fund 5 stars among 404 global moderate allocation funds the fund s risk adjusted returns based on load waived class i shares had 5 stars for 3 years 4 stars for 5 years and 5 stars for 10 years out of 404 391 and 322 global moderate allocation funds respectively for the period ended 4 30 2026 view cgcix ctsix calamos timpani small cap growth fund 5 stars among 522 small growth funds the fund s risk adjusted returns based on load waived class i shares had 5 stars for 3 years 4 stars for 5 years and 5 stars for 10 years out of 522 500 and 399 small growth funds respectively for the period ended 4 30 2026 view ctsix our firm john p calamos sr founded calamos investments in 1977 to help investors create and build long term wealth through innovative risk managed strategies he pioneered the use of convertible strategies and alternative investment solutions to enhance returns and manage risk whether through calamos wealth management or calamos investments the firm has remained steadfast in its commitment to put investors first actively manage risk and deliver innovation and excellence more about our firm the latest insights delivered to you sign up to receive the latest insights on alternatives convertibles fixed income small caps sustainable equities and closed end funds subscribe cap rates and ranges are shown gross of management fees initial cap rates shown are calculated at the end of the fund launch date cap ranges are based on the last 15 trading days prior to range announcement based on market conditions during the sample period and are subject to change the actual cap rate may be different based on market events the morningstar relative value arbitrage category is comprised of funds that seek out pricing discrepancies between pairs or combinations of securities regardless of asset class morningstar moderately aggressive allocation funds in allocation categories seek to provide both income and capital appreciation by primarily investing in multiple asset classes including stocks bonds and cash these moderately aggressive strategies prioritize capital appreciation over preservation they typically expect volatility similar to a strategic equity exposure between 70 and 85 morningstar global moderate allocation category funds seek to provide both income and capital appreciation by primarily investing in multiple asset classes including stocks bonds and cash these moderate strategies seek to balance preservation of capital with appreciation they typically expect volatility similar to a strategic equity exposure between 50 and 70 funds in this global category are generally expected to have no more than 75 of their assets in us securities morningstar small growth category funds focus on faster growing companies whose shares are at the lower end of the market capitalization range stocks in the bottom 10 of the capitalization of the us equity market are defined as small cap growth is defined based on fast growth high growth rates for earnings sales book value and cash flow and high valuations high price ratios and low dividend yields morningstar ratings are based on risk adjusted returns and are through 3 31 26 for the share class listed and will differ for other share classes morningstar ratings are based on a risk adjusted return measure that accounts for variation in a fund s monthly historical performance reflecting sales charges placing more emphasis on downward variations and rewarding consistent performance within each asset class the top 10 the next 22 5 35 22 5 and the bottom 10 receive 5 4 3 2 or 1 star respectively each fund is rated exclusively against us domiciled funds the information contained herein is proprietary to morningstar and or its content providers may not be copied or distributed and is not warranted to be accurate complete or timely neither morningstar nor its content providers are responsible for any damages or losses arising from any use of this information source 2026 morningstar inc srp americas awards methodology srp typically conducts a comprehensive market survey involving institutions active in the structured products space industry professionals including issuers distributors and service providers are invited to vote on various award categories for the most innovative product award the evaluation likely focuses on product design originality client centric innovation market impact and adoption risk return profile enhancements and integration of new technologies or strategies finalists are often reviewed by a panel of srp editors and industry experts who assess the submissions based on qualitative and quantitative factors the with intelligence mutual fund etf awards now operating under s p global are determined through a two stage process beginning with editorial review and shortlist selection followed by evaluation from an independent judging panel of senior asset management and etf industry executives capabilities alternatives autocallable etfs structured protection etfs convertibles sustainable equities volatility opportunity private markets growth equities closed end funds products mutual funds closed end funds exchange traded funds interval funds institutional strategies ucits funds research commentary investment team voices investment ideas resources mutual funds closed end funds exchange traded funds interval funds institutional strategies ucits funds applications forms tax center about our firm executive officers investment organization news esg policy locations 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