Advertisement
Skip to Content
Morningstar

Calamos Convertible A CCVIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 19.26  /  0.47 %
  • Total Assets 970.3 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.080%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Convertibles
  • Investment Style —
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.60%
  • Turnover 39%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis CCVIX

Will CCVIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CCVIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CCVIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CCVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

A strong management team and sound investment process underpin Calamos Convertible A's Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor