Calamos®, Calamos Investments® and Investment strategies for your serious money® are registered trademarks of Calamos Investments LLC.Ĭalamos Investments LLC, referred to herein as Calamos Investments®, is a financial services company offering such services through its subsidiaries: Calamos Advisors LLC, Calamos Wealth Management LLC, Calamos Financial Services LLC and Calamos Antetokounmpo Asset Management LLC. Please see the prospectus and summary prospectus containing this and other information which can be obtained by calling 1-86. Source: ©2023 Morningstar, Inc.Ĭalamos Financial Services LLC, DistributorĬheck the background of the firm and its investment professionals on FINRA's BrokerCheck.īefore investing, carefully consider the fund's investment objectives, risks, charges and expenses. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The information contained herein is proprietary to Morningstar and/or its content providers may not be copied or distributed and is not warranted to be accurate, complete or timely. Each fund is rated exclusively against US domiciled funds. Within each asset class, the top 10%, the next 22.5%, 35%, 22.5%, and the bottom 10% receive 5, 4, 3, 2 or 1 star, respectively. Morningstar ratings are based on a risk-adjusted return measure that accounts for variation in a fund's monthly historical performance (reflecting sales charges), placing more emphasis on downward variations and rewarding consistent performance. Morningstar Ratings™ are based on risk-adjusted returns and are through 12/31/23 for the share class listed and will differ for other share classes. These securities thus act a bit like stocks and a bit like bonds. Convertible bonds allow investors to convert the bonds into shares of stock, usually at a preset price. To do so, they focus on convertible bonds and convertible preferred stocks. Morningstar Convertibles Category funds are designed to offer some of the capital-appreciation potential of stock portfolios while also supplying some of the safety and yield of bond portfolios. It is rare for such portfolios to invest more than 10% of their assets in emerging markets. While these portfolios do explore the whole world, most of them focus on the US, Canada, Japan, and the larger markets in Europe. Morningstar Global Allocation Category funds seek to provide both capital appreciation and income by investing in three major areas: stocks, bonds, and cash. They typically expect volatility similar to a strategic equity exposure between 70% and 85%. These moderately aggressive strategies prioritize capital appreciation over preservation. Morningstar Moderately Aggressive Allocation funds in allocation categories seek to provide both income and capital appreciation by primarily investing in multiple asset classes, including stocks, bonds, and cash. The Morningstar Relative Value Arbitrage Category is comprised of funds that seek out pricing discrepancies between pairs or combinations of securities regardless of asset class.
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