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Calamos Mutual Funds List

Here you can find all mutual funds issued by Calamos and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
26
Avg. Expense Ratio
1.32%
Avg. 1 Year Return
31.33%
Avg. 5 Year Return
7.79%
Median Risk/Return Score
72 / 100
Calamos Mutual Funds List

26 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Calamos Aksia Alternative Credit and Income Fund C...Bank LoanJun 8, 20231.25%
2.09%
8.66%
98
Calamos Convertible FundPreferred Stock/Convertible BondsJun 21, 19851.10%
24.45%
12.13%
8.24%
90
Calamos Growth and Income Fund Class R6Diversified PortfolioJun 23, 20200.73%
12.17%
7.20%
73
Calamos Global Total Return FundGlobal AllocationOct 27, 20052.86%
27.11%
12.42%
6.80%
51
Calamos Convertible Opportunities and Income FundConvertible BondsJun 25, 19970.88%
26.67%
13.24%
8.87%
73
Calamos Global Dynamic Income FundGlobal AllocationJun 27, 20072.63%
26.59%
12.99%
6.56%
72
Calamos Convertible and High Income Closed FundConvertible BondsMay 28, 20032.64%
22.30%
13.07%
8.97%
82
Calamos High Income Opportunities FundHigh Yield BondsAug 2, 19991.00%
1.77%
5.05%
6.08%
89
Calamos Convertible FundPreferred Stock/Convertible BondsJun 25, 19970.85%
24.54%
12.39%
10.12%
90
Calamos Global Equity FundGlobal EquitiesFeb 28, 20071.15%
22.19%
15.69%
12.58%
48
Calamos International Growth FundForeign Large Cap EquitiesMar 15, 20050.85%
34.19%
10.43%
10.05%
55
Calamos Hedged Equity FundOptions TradingDec 30, 20140.91%
6.67%
8.60%
0.31%
82
Calamos Market Neutral Income Fund Institutional C...May 10, 20000.90%
2.93%
4.80%
1.70%
98
Calamos Evolving World Growth Fund Class IEmerging Markets Equities1.05%
49.35%
12.20%
0.04%
86
Calamos Phineus Long/Short FundLong-ShortApr 4, 20161.38%
0.47%
7.10%
5.50%
5
Calamos International Small Cap Growth FundForeign Small & Mid Cap EquitiesMar 30, 20222.67%
37.02%
0.89%
46
Calamos Strategic Total Return FundDiversified PortfolioMar 26, 20042.46%
10.70%
16.46%
6.42%
38
Calamos Short-Term Bond FundShort-Term BondSep 19, 20180.40%
0.46%
4.19%
65
Calamos Timpani SMID Growth FundMid Cap Growth EquitiesJul 31, 20191.10%
26.75%
3.62%
65
Calamos Total Return Bond FundIntermediate Core-Plus BondJun 27, 20070.65%
0.07%
1.55%
3.55%
21

Rows per page

1–20 of 26

Explore top Calamos Mutual Fund Categories and Asset Classes


Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best Calamos Mutual funds by Risk/Return Score

The top Calamos Mutual funds by PortfoliosLab Risk/Return Score are CAPIX (98) and CMNIX (98). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Calamos Mutual funds Over 5 Years

The top Calamos Mutual funds is CVGRX (12.55%). Across the lineup, Calamos Mutual funds show an average 1-year return of 31.33% and an average 5-year return of 7.79%, providing a clearer view of performance across different investment horizons.

SymbolNameReturn 5YAUMInception
Calamos Growth Fund
12.55%
Sep 1990
Calamos Global Equity Fund
12.54%
Feb 2007
Calamos Growth and Income Fund Class R6
11.86%
Jun 2020
Calamos Select Fund
11.62%
Jan 2002
Calamos Strategic Total Return Fund
11.35%
Mar 2004

Lowest-Cost Calamos Mutual funds

The top Calamos Mutual funds is CSTIX (0.40%). With an average expense ratio of 1.32%, Calamos Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield Calamos Mutual funds

The top Calamos Mutual funds is CIGEX (12.58%). Across the lineup, Calamos Mutual funds show an average dividend yield of 5.85%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Top Mutual funds Issuers


Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.