Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.75% -0.17% 30.75M 8846.40
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 27.00% 27.26M Upgrade

Basic Info

Investment Strategy
The Fund seeks attractive risk-adjusted total return through capital appreciation and current income. Normally, the Fund invests at least 80%, but up to 100%, of its net assets in a portfolio of equity and fixed income instruments intended to deliver convertible security-like exposure to companies in the Nasdaq-100 Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Multi-Strategy Funds
Fund Owner Firm Name Calamos Investments
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

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Performance Versus Peer Group

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
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13.59%
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
21.27%
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8.77%
10.48%
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35.71%
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25.53%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 5.49%
Stock 0.01%
Bond 81.81%
Convertible 0.00%
Preferred 0.00%
Other 12.69%
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Basic Info

Investment Strategy
The Fund seeks attractive risk-adjusted total return through capital appreciation and current income. Normally, the Fund invests at least 80%, but up to 100%, of its net assets in a portfolio of equity and fixed income instruments intended to deliver convertible security-like exposure to companies in the Nasdaq-100 Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Multi-Strategy Funds
Fund Owner Firm Name Calamos Investments
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
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