Price Chart

Basic Info

Investment Strategy
General
Security Type
Equity Style
Fixed Income Style
Broad Asset Class
Broad Category
Category Name
Category Index
Global Category Name
YCharts Categorization Target Allocation
YCharts Benchmark S&P Target Risk Moderate Index (^STRB)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
Bloomberg US HY 2% Issuer Cap TR USD 25.00%
ICE BofA Convertibles TR USD 25.00%
S&P 500 TR USD 50.00%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
John Calamos 20.62 yrs
Jon Vacko 17.03 yrs
Dennis Cogan 8.87 yrs
Eli Pars 8.87 yrs
Joe Wysocki 8.87 yrs
R. Matthew Freund 7.91 yrs
Chuck Carmody 1.01 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
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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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--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Cat (NAV)
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Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
27.96%
-4.91%
38.77%
26.62%
30.74%
-24.25%
20.80%
22.80%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
21.47%
23.69%
-5.70%
31.06%
33.52%
18.78%
-26.70%
26.66%
17.34%
14.65%
-15.39%
59.11%
-14.41%
40.68%
-13.92%
28.14%
28.77%
--
--
32.18%
24.85%
22.20%
-25.84%
22.70%
17.77%
--
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--
--
--
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14.70%
As of November 05, 2024.

Asset Allocation

Type % Net % Long % Short
Cash -- -- --
Stock -- -- --
Bond -- -- --
Convertible -- -- --
Preferred -- -- --
Other -- -- --
No Data Available

Basic Info

Investment Strategy
General
Security Type
Equity Style
Fixed Income Style
Broad Asset Class
Broad Category
Category Name
Category Index
Global Category Name
YCharts Categorization Target Allocation
YCharts Benchmark S&P Target Risk Moderate Index (^STRB)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
Bloomberg US HY 2% Issuer Cap TR USD 25.00%
ICE BofA Convertibles TR USD 25.00%
S&P 500 TR USD 50.00%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
John Calamos 20.62 yrs
Jon Vacko 17.03 yrs
Dennis Cogan 8.87 yrs
Eli Pars 8.87 yrs
Joe Wysocki 8.87 yrs
R. Matthew Freund 7.91 yrs
Chuck Carmody 1.01 yrs

Top Portfolio Holders

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