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| 19.13 Net Asset Value | +0.63% 1 Day | +8.32% Year-to-Date | Overall Morningstar Rating |
| Convertibles Style or Category | 2.25 Sales Expenses | 1.18% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +3.52% | 3 years | +6.47% | |
| 3 months | +3.68% | 5 years | +8.07% | |
| 1 year | +14.17% | Since inception | +9.03% |
| CCVIX | Category | |
|---|---|---|
| Performance 5-yr return | +8.07% | +7.61% |
| Expense ratio | 1.18% | 1.32% |
| Risk 5 year sharpe ratio | 0.82 | 0.92 |
| Net assets | $600.0M | $572.0M |
| Average market cap | -- | -- |
| Average P/E | -- | -- |
| Portfolio turnover | 56% | 56% |
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| Fund family | Calamos |
| Fund manager & tenure | John Calamos / 32 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $500.00 |
| Other | 84.86% |
| U.S. stock | 6.83% |
| Cash | 5.26% |
| Fixed income | 3.05% |
| International stock | 0.00% |
| Industrial materials | 24.08% |
| Telecommunication | 15.31% |
| Energy | 14.74% |
| Consumer goods | 9.97% |
| Financial service | 9.51% |
| -- | 3.93% |
| WFCPRL Wells Fargo & Co | 3.01% |
| -- | 2.68% |
| -- | 2.63% |
| -- | 2.62% |
| -- | 2.47% |
| -- | 2.32% |
| BACPRL Bank of America Corp | 2.22% |
| NEEPRR NextEra Energy Inc | 1.89% |
| -- | 1.70% |
