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| 18.50 Net Asset Value | +0.33% 1 Day | +4.76% Year-to-Date | Overall Morningstar Rating |
| Convertibles Style or Category | 2.25 Sales Expenses | 1.18% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -0.48% | 3 years | +5.53% | |
| 3 months | +2.10% | 5 years | +7.71% | |
| 1 year | +14.58% | Since inception | +8.99% |
| CCVIX | Category | |
|---|---|---|
| Performance 5-yr return | +7.71% | +7.61% |
| Expense ratio | 1.18% | 1.33% |
| Risk 5 year sharpe ratio | 0.85 | 0.96 |
| Net assets | $590.3M | $550.0M |
| Average market cap | $33.5B | $26.7B |
| Average P/E | -- | 18.7 |
| 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 | 87.94% |
| U.S. stock | 5.96% |
| Fixed income | 4.06% |
| Cash | 2.04% |
| International stock | 0.00% |
| Industrial materials | 24.08% |
| Telecommunication | 15.31% |
| Energy | 14.74% |
| Consumer goods | 9.97% |
| Financial service | 9.51% |
| -- | 4.37% |
| WFCPRL Wells Fargo & Co | 3.02% |
| -- | 2.85% |
| -- | 2.78% |
| -- | 2.65% |
| LRCX Lam Research Corp | 2.40% |
| -- | 2.36% |
| -- | 2.25% |
| BACPRL Bank of America Corp | 2.25% |
| -- | 2.05% |
