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Calamos Convertible Fund (CCVIX)

20.30
+0.94
+(4.86%)
At close: 8:03:52 PM EDT
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  • Previous Close 19.36
  • YTD Return -3.64%
  • Expense Ratio 1.13%
  • Category Convertibles
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 804.91M
  • Beta (5Y Monthly) 0.91
  • Yield 0.91%
  • 5y Average Return --
  • Holdings Turnover 54.00%
  • Last Dividend 0.03
  • Inception Date Jun 21, 1985

The fund invests mainly in a diversified portfolio of convertible securities issued by both U.S. and foreign companies without regard to market capitalization. It invests at least 80% of its net assets (plus any borrowings) in convertible securities. The fund may invest up to 25% of its net assets in foreign securities, but generally will invest approximately 5% to 15% of its net assets in foreign securities.

Calamos

Fund Family

Convertibles

Fund Category

804.91M

Net Assets

1985-06-21

Inception Date

Performance Overview: CCVIX

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Trailing returns as of 4/9/2025. Category is Convertibles.

YTD Return

CCVIX
3.64%
Category
4.62%
 

1-Year Return

CCVIX
3.12%
Category
35.52%
 

3-Year Return

CCVIX
0.24%
Category
18.94%
 

5-Year Return

CCVIX
10.39%
Category
16.35%
 

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Holdings: CCVIX

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Sector Weightings

SectorCCVIX
Technology   100.00%
Real Estate   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: CCVIX

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Research Reports: CCVIX

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