Calamos Market Neutral Fund Quote
| CVSIX Fund | USD 15.24 0.01 0.07% |
Performance21 of 100
| Odds Of DistressLess than 15
|
Calamos Market is trading at 15.24 as of the 28th of November 2024; that is 0.07% up since the beginning of the trading day. The fund's open price was 15.23. Calamos Market has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Calamos Market Neutral are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund i invests in equities, convertible securities of U.S. companies without regard to market capitalization and employs short selling and enters into total return swaps to enhance income and hedge against market risk. The average term to maturity of the convertible securities purchased by the fund will typically range from two to ten years. More on Calamos Market Neutral
Moving together with Calamos Mutual Fund
Calamos Mutual Fund Highlights
| Fund Concentration | Calamos Funds, Large Blend Funds, Relative Value Arbitrage Funds, Relative Value Arbitrage, Calamos (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Calamos Market Neutral [CVSIX] is traded in USA and was established 28th of November 2024. Calamos Market is listed under Calamos category by Fama And French industry classification. The fund is listed under Relative Value Arbitrage category and is part of Calamos family. This fund currently has accumulated 14.42 B in assets under management (AUM) with no minimum investment requirementsCalamos Market Neutral is currently producing year-to-date (YTD) return of 6.63% with the current yeild of 0.02%, while the total return for the last 3 years was 3.61%.
Check Calamos Market Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calamos Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calamos Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calamos Market Neutral Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calamos Market Neutral Mutual Fund Constituents
| CRM | Salesforce | Stock | Information Technology | |
| INTC | Intel | Stock | Information Technology | |
| MCHP | Microchip Technology | Stock | Information Technology | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| AMD | Advanced Micro Devices | Stock | Information Technology | |
| W | Wayfair | Stock | Consumer Discretionary | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
Calamos Market Neutral Risk Profiles
| Mean Deviation | 0.0818 | |||
| Standard Deviation | 0.1048 | |||
| Variance | 0.011 | |||
| Downside Variance | 0.0122 |
Calamos Market Against Markets
Other Information on Investing in Calamos Mutual Fund
Calamos Market financial ratios help investors to determine whether Calamos Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calamos with respect to the benefits of owning Calamos Market security.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |