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Nasdaq - Delayed Quote USD

Calamos Hedged Equity C (CCHEX)

16.15
-0.14
(-0.86%)
At close: 8:05:12 AM EDT

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Comerica Bank
  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • (Junk)CommonWealth PPS
  • RBC Wealth Management-Advisory Eligible
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Scottrade NTF
  • Thrivent – Advisory Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • Vanguard TF
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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).

Fund Overview

Category Options Trading
Fund Family Calamos
Net Assets 718.93M
YTD Return 0.90%
Yield 0.04%
Morningstar Rating
Inception Date Dec 31, 2014

Performance & Risk

YTD Return -2.57%
5y Average Return 9.14%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.55
Morningstar Risk Rating

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