CALAMOS Market Neutral Income Fund (CVSIX.O)

At A Glance

You hold CVSIX.O in 0 portfolios

Net Asset Value

14.05USD

 0.01 +0.07%

08/08/2022

Category
Sector Equity
YTD Return (Cumulative)
 -4.40%
Classification
Equity Mkt Neutral
5 Year Return (Annualized)
 2.80%
Lipper Index
Lipper Alt Eq Mkt Ntl IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 over 10 years »

 CVSIX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyCalamos Investments
Inception Date09/04/1990
Portfolio Turnover49%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
Calamos Investments
2020 Calamos Court
Naperville, IL 60563

Fees, Expenses, & Minimums

Load TypeFront end
Total Expense Ratio1.15%
Max 12b-1 Fee Ratio0.3x
Early Redemption Fee0.00%
Initial Investment$2,500
Subsequent Investments$50
Initial IRA Investments$500
Subsequent IRA Investments$50

Investment Strategy

The Fund seeks high current income consistent with stability of principal, primarily through investment in convertible securities and employing short selling to enhance income and hedge against market risk.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
35
Consistent Return
 
35
Capital Preservation
 
12360
Low Expense
 
8
Tax Efficiency (U.S. only)
 
35

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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