A stable and experienced team with a strong track record of capital preservation bolsters Calamos Market Neutral Income. Concerns about its growing asset base are warranted, but the team’s record of prudent risk management continue to earn a Morningstar Analyst Rating of Bronze for the cheapest share classes; the most expensive share class remains Neutral.
Will CMNIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CMNIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CMNIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of CMNIX’s parent organization’s priorities and whether they’re in line with investors’ interests.