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| 17.52 Net Asset Value | -0.28% 1 Day | +8.82% Year-to-Date | Overall Morningstar Rating |
| Convertibles Style or Category | 2.25 Sales Expenses | 1.15% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +2.32% | 3 years | +3.31% | |
| 3 months | +6.40% | 5 years | +8.16% | |
| 1 year | +15.05% | Since inception | +8.95% |
| CCVIX | Category | |
|---|---|---|
| Performance 5-yr return | +8.16% | +7.37% |
| Expense ratio | 1.15% | 1.36% |
| Risk 5 year sharpe ratio | 1.00 | 1.11 |
| Net assets | $609.1M | $554.4M |
| Average market cap | $15.4B | $21.8B |
| Average P/E | 11.5 | 10.8 |
| Portfolio turnover | 44% | 44% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Calamos |
| Fund manager & tenure | John Calamos / 31 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $500.00 |
| Other | 84.06% |
| U.S. stock | 6.59% |
| Fixed income | 6.15% |
| Cash | 3.20% |
| International stock | 0.00% |
| Industrial materials | 24.08% |
| Telecommunication | 15.31% |
| Energy | 14.74% |
| Consumer goods | 9.97% |
| Financial service | 9.51% |
| -- | 4.69% |
| -- | 3.42% |
| -- | 3.37% |
| WFCPRL Wells Fargo & Co | 3.16% |
| -- | 2.66% |
| -- | 2.55% |
| -- | 2.35% |
| LRCX Lam Research Corp | 2.25% |
| -- | 2.24% |
| -- | 2.16% |
