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Nasdaq - Delayed Quote USD

Calamos Hedged Equity C (CCHEX)

16.37
+0.10
+(0.61%)
At close: May 1 at 6:45:42 PM EDT
Loading Chart for CCHEX
  • Previous Close 16.27
  • YTD Return -2.39%
  • Expense Ratio 1.90%
  • Category Options Trading
  • Last Cap Gain 25.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 706.48M
  • Beta (5Y Monthly) 0.56
  • Yield 0.04%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.01
  • Inception Date Dec 31, 2014

The fund seeks to achieve total return with lower volatility than equity markets. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities and securities with economic characteristics similar to stock or the equity markets. The fund may write call options (i) on a portion of the equity securities in the fund's portfolio and (ii) on broad-based securities indexes (such as the S&P 500 or MSCI EAFE) or ETFs (exchange traded funds).

Calamos

Fund Family

Options Trading

Fund Category

706.48M

Net Assets

2014-12-31

Inception Date

Performance Overview: CCHEX

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Trailing returns as of 4/30/2025. Category is Options Trading.

YTD Return

CCHEX
2.39%
Category
6.64%
 

1-Year Return

CCHEX
5.20%
Category
16.67%
 

3-Year Return

CCHEX
5.15%
Category
6.96%
 

5-Year Return

CCHEX
8.57%
Category
6.01%
 

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Holdings: CCHEX

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Sector Weightings

SectorCCHEX
Technology   31.24%
Healthcare   11.41%
Industrials   7.46%
Energy   3.40%
Utilities   2.23%
Real Estate   1.97%

Recent News: CCHEX

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Research Reports: CCHEX

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