Calamos Convertible Equity Alt ETF (CVRT)
26.65
+0.15
(+0.58%)
USD |
NYSEARCA |
Apr 26, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.69% | -0.33% | 13.37M | 9844.17 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.63% | 59.00% | -- | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks total return through capital appreciation and current income. The fund is an actively managed exchange-traded fund ("ETF") that invests in the segment of the U.S. convertibles marketplace that has a higher level of equity sensitivity. The fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes, if any) in a portfolio of convertible securities (including synthetic convertible instruments). The fund is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Fixed Income Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Convertibles |
| Category Name | Convertibles |
| Category Index | -- |
| Global Category Name | Convertibles |
| YCharts Categorization | Convertibles |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | Calamos |
| Prospectus Benchmark Index | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Joe Wysocki | 0.49 yrs |
| John Hillenbrand | 0.49 yrs |
| Jon Vacko | 0.49 yrs |
Performance Versus Category
As of April 26, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 26, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks total return through capital appreciation and current income. The fund is an actively managed exchange-traded fund ("ETF") that invests in the segment of the U.S. convertibles marketplace that has a higher level of equity sensitivity. The fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes, if any) in a portfolio of convertible securities (including synthetic convertible instruments). The fund is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Fixed Income Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Convertibles |
| Category Name | Convertibles |
| Category Index | -- |
| Global Category Name | Convertibles |
| YCharts Categorization | Convertibles |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | Calamos |
| Prospectus Benchmark Index | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Joe Wysocki | 0.49 yrs |
| John Hillenbrand | 0.49 yrs |
| Jon Vacko | 0.49 yrs |