Calamos Vertible Fund Quote
| CCVCX Fund | USD 20.92 0.14 0.67% |
PerformanceVery Weak
| Odds Of DistressLow
|
Calamos Convertible is trading at 20.92 as of the 1st of March 2025; that is 0.67 percent increase since the beginning of the trading day. The fund's open price was 20.78. Calamos Convertible has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of December 2024 and ending today, the 1st of March 2025. Click here to learn more.
The fund invests mainly in a diversified portfolio of convertible securities issued by both U.S. and foreign companies without regard to market capitalization. It invests at least 80 percent of its net assets in convertible securities. The fund may invest up to 25 percent of its net assets in foreign securities, but generally will invest approximately 5 percent to 15 percent of its net assets in foreign securities.. More on Calamos Vertible Fund
Moving together with Calamos Mutual Fund
Calamos Mutual Fund Highlights
| Fund Concentration | Calamos Funds, Large Funds, Convertibles Funds, Convertibles, Calamos, Large, Convertibles (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Calamos Vertible Fund [CCVCX] is traded in USA and was established 1st of March 2025. Calamos Convertible is listed under Calamos category by Fama And French industry classification. The fund is listed under Convertibles category and is part of Calamos family. This fund currently has accumulated 961.65 M in assets under management (AUM) with minimum initial investment of 2.5 K. Calamos Convertible is currently producing year-to-date (YTD) return of 1.58% with the current yeild of 0.0%, while the total return for the last 3 years was 1.41%.
Check Calamos Convertible 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 Vertible Fund 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 Vertible Fund Mutual Fund Constituents
| LRCX | Lam Research Corp | Stock | Information Technology |
Calamos Convertible Risk Profiles
| Mean Deviation | 0.5723 | |||
| Standard Deviation | 0.6991 | |||
| Variance | 0.4888 | |||
| Risk Adjusted Performance | (0.05) |
Calamos Convertible Against Markets
Other Information on Investing in Calamos Mutual Fund
Calamos Convertible 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 Convertible security.
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