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| 17.54 Net Asset Value | +0.23% 1 Day | +8.94% 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 | -0.51% | 3 years | +3.76% | |
| 3 months | +1.97% | 5 years | +7.24% | |
| 1 year | +10.70% | Since inception | +8.97% |
| CCVIX | Category | |
|---|---|---|
| Performance 5-yr return | +7.24% | +8.76% |
| Expense ratio | 1.15% | 1.35% |
| Risk 5 year sharpe ratio | 0.97 | 1.11 |
| Net assets | $617.8M | $550.6M |
| Average market cap | -- | -- |
| Average P/E | -- | -- |
| Portfolio turnover | 44% | 44% |
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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 | 83.52% |
| Fixed income | 6.34% |
| U.S. stock | 6.11% |
| Cash | 4.03% |
| International stock | 0.00% |
| Industrial materials | 24.08% |
| Telecommunication | 15.31% |
| Energy | 14.74% |
| Consumer goods | 9.97% |
| Financial service | 9.51% |
| -- | 4.78% |
| -- | 3.40% |
| WFCPRL Wells Fargo & Co | 3.23% |
| -- | 3.16% |
| -- | 2.53% |
| -- | 2.39% |
| -- | 2.32% |
| -- | 2.22% |
| -- | 2.19% |
| LRCX Lam Research Corp | 2.17% |
