The principal risks of investing in the Calamos Hedged Equity Fund include: covered call writing risk, options risk, equity securities risk, correlation risk, mid-sized company risk, interest rate risk, credit risk, liquidity risk, portfolio turnover risk, portfolio selection risk, foreign securities risk, American depository receipts, and REITs risks. The Fund's risk-adjusted returns based on load-waived Class I Shares had 4 stars for 3 years and 5 stars for 5 years out of 109 and 63 Options-based Funds, respectively, for the period ended 10/31/2020. The fund may write call options (i) on a portion of the equity securities in the fund's portfolio and (ii) on broad-based securities indexes (such as the S&P 500 or MSCI EAFE) or ETFs (exchange traded funds). View mutual fund news, mutual fund market and mutual fund interest rates. To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, The machine-learning model is then applied to the “uncovered” fund Advice, rankings and one great story every day. Add to watchlist; Add to portfolio; Price (USD) 12.80; Today's Change 0.03 / 0.23%; 1 Year change 8.57%; Data delayed at least 15 minutes, as of Oct 16 2020. Learn How to Read a Morningstar Analyst Report. Calamos Hedged Equity Fund Class A. The Fund's ability to utilize options successfully will depend on the ability of the Fund's investment adviser to predict pertinent market movements, which cannot be assured. The fund's option-based risk-management strategy can provide upside participation in equity markets while limiting downside exposure, thereby improving the quality of the ride. The fund has returned 8.23 percent over the past year, 6.80 percent over the past three years, and 7.15 percent over the past five years. First, each fund with at least 67% of assets covered by a company level ESG score from Sustainalytics receives a Morningstar® Portfolio Sustainability Score™, an asset weighted-average of normalized company level ESG scores with deductions made for controversial incidents by issuing companies, such as environmental accidents, fraud, or discriminatory behavior. This undertaking is binding on Calamos Advisors and any of its successors and assigns. Morningstar RatingsTM are based on risk-adjusted returns and are through 10/31/20 for Class I shares and will differ for other share classes. Managing volatility is our specialty, as demonstrated by fund performance through the third quarter of 2020. Based on 99.18% of AUM. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Terms of Use Privacy Policy Disclosures Member User Agreement Corrections Cookies, Alt Style Correlation / Relative Volatility, | 1-Day Return as of Nov 24, 2020, 11:04 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. Click here for more on how to use these ratings. Calamos Hedged Equity Fund Class A. CAHEX. Calamos Hedged Equity Fund Class A. Pricing for ETFs is the latest price and not "real time". Please refer to Important Risk Information. These bond funds come with higher yields, but they also bring investors more risk. universe to create the Morningstar Quantitative Rating (denoted on this page by a Index data shown is from 12/31/14, since comparative index data is available only for full monthly periods. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. The funds' gross expense ratios as of the prospectus dated 2/28/2020 are as follows: A Shares 1.23%, C Shares 1.98% and I Shares 0.98%. universe to create the Morningstar Quantitative Rating (denoted on this page by a © Copyright 2020 Morningstar, Inc. All rights reserved. The fund seeks to achieve total return with lower volatility than equity markets. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. Terms of Service apply. The tables exclude cash or cash equivalents, any government / sovereign bonds or broad based index hedging securities the portfolio may hold. Risk is High compared to funds in the same category according to Morningstar. The S&P 500 plunged into a bear market in a record 16 days and then recovered in a record 126 days. The annual report includes a letter from John P. Calamos, Sr. to shareholders outlining the fund's performance, as well as a comprehensive review of the fund’s activities and financial performance. ssets (plus any borrowings for investment purposes) in equity securities and securities with economic characteristics similar to stock or the equity markets. Calamos Hedged Equity Fund Class A. CAHEX. CUSIP identifiers have been provided by CUSIP Global Services, managed on behalf of the American Bankers Association by S&P Global Market Intelligence LLC, and are not for use or dissemination in a manner that would serve as a substitute for any CUSIP service. The best retirement funds offer investors both income and growth for a secure tomorrow. Pricing for ETFs is the latest price and not "real time". This website uses cookies. Privacy Policy and I would like to receive free Advisor Practice Management Guides, the U.S. News Advisor Weekly newsletter, and occasional updates regarding the U.S. News Advisor Directory. To view the report, click here. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. All performance shown assumes reinvestment of dividends and capital gains distributions. These quantitative rating predictions make up what we call the Past performance is no guarantee of future results. 10k Performance is for the Fund's Class A shares at net asset value and does not include the Fund's maximum front-end sales charge of 4.75%-had it been included, the Fund's return would have been lower. Investors are more interested in investing in the pharmaceutical industry in 2020. Analyze the Fund Calamos Hedged Equity Fund Class C having Symbol CCHEX for type mutual-funds and perform research on other mutual funds. The CUSIP Database, © 2011 American Bankers Association. Bonds provide income with less volatility in a portfolio. As of March 1, Calamos Hedged Equity Income Fund's name has been changed to Calamos Hedged Equity Fund. The Hedged Equity Fund fact sheet provides a snap shot of the investment team, the fund strategy, performance, composition, and returns. All rights reserved. Morningstar Quantitative Rating™ for funds. Create real time reports on performance, risk analysis, peer group analysis, style attribution and more on the Calamos Investment Professional site. Click here for more on how to use these ratings. Morningstar Options-Based Category represents funds that generate a significant portion of their returns from the collection of premiums on options contracts sold. Top 10 Holdings and Sector Weightings are calculated as a percentage of Net Assets. Emerging markets have the potential for long-term gains for investors. This site is protected by reCAPTCHA and the Google assign to the fund if an analyst covered the fund. Market data provided by Xignite. From Oppenheimer to BulletShares, Invesco offers a big lineup of mutual funds and ETFs. The personal data collected by Calamos on this website, or by any other means, is collected and stored in accordance with the General Data Protection Regulation (EU) 2016/679 ("GDPR"). In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Calamos Hedged Equity Fund Quarterly Commentary, Alternatives 101: Tools for Enhancing Asset Allocation, Calamos Investments Liquid Alternatives Platform, Calamos Long/Short Equity & Dynamic Income Trust (CPZ), Calamos Dynamic Convertible and Income Fund (CCD), Calamos Strategic Total Return Fund (CSQ), Calamos Convertible and High Income Fund (CHY), Calamos Convertible Opportunities and Income Fund (CHI), International Growth Concentrated Strategy, How 2020 Makes the Case for Staying Invested, 3 Calamos Funds Earn Above Average Sustainability Ratings, In a Historically Challenging Environment, Calamos Funds Produced Top-Ranking YTD Performance, Technology Hardware, Storage & Peripherals.

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