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| 16.20 Net Asset Value | -0.49% 1 Day | +2.08% Year-to-Date | Overall Morningstar Rating |
| Convertibles Style or Category | 4.75 Sales Expenses | 1.13% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +0.09% | 3 years | +3.45% | |
| 3 months | +4.17% | 5 years | +6.43% | |
| 1 year | +3.80% | Since inception | +8.87% |
| CCVIX | Category | |
|---|---|---|
| Performance 5-yr return | +6.43% | +4.81% |
| Expense ratio | 1.13% | 1.33% |
| Risk 5 year sharpe ratio | 0.58 | 0.82 |
| Net assets | $708.7M | $619.2M |
| Average market cap | $12.7B | -- |
| Average P/E | 11.5 | -- |
| Portfolio turnover | 63% | 63% |
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| Fund family | Calamos |
| Fund manager & tenure | John Calamos / 31 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $500.00 |
| Other | 85.27% |
| U.S. stock | 8.41% |
| Fixed income | 4.26% |
| Cash | 2.05% |
| International stock | 0.00% |
| Industrial materials | 24.08% |
| Telecommunication | 15.31% |
| Energy | 14.74% |
| Consumer goods | 9.97% |
| Financial service | 9.51% |
| -- | 4.68% |
| -- | 4.50% |
| -- | 3.68% |
| WFCPRL Wells Fargo & Co | 2.88% |
| -- | 2.63% |
| -- | 2.57% |
| BACPRL Bank of America Corp | 2.52% |
| -- | 2.46% |
| -- | 2.26% |
| -- | 2.22% |
