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
- 27
- Avg. Expense Ratio
- 1.32%
- Avg. 1 Year Return
- 17.77%
- Avg. 5 Year Return
- 6.47%
- Median Risk/Return Score
- 51 / 100
Calamos Mutual Funds List
9 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | Bank Loan | Jun 8, 2023 | 1.25% | 3.16% | — | 8.61% | 99 | ||||||||
| Calamos Convertible Fund | Convertible Bonds | Jun 21, 1985 | 1.10% | 17.40% | 11.14% | 8.62% | 73 | ||||||||
| Calamos Convertible Opportunities and Income Fund | Convertible Bonds | Jun 25, 1997 | 0.88% | 23.15% | 11.93% | 9.26% | 76 | ||||||||
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | May 28, 2003 | 2.64% | 16.00% | 11.19% | 9.60% | 65 | ||||||||
| Calamos High Income Opportunities Fund | High Yield Bonds | Aug 2, 1999 | 1.00% | 2.02% | 4.76% | 6.09% | 89 | ||||||||
| Calamos Convertible Fund | Convertible Bonds | Jun 25, 1997 | 0.85% | 17.51% | 11.39% | 10.61% | 73 | ||||||||
| Calamos Short-Term Bond Fund | Short-Term Bond | Sep 19, 2018 | 0.40% | 0.30% | — | 4.21% | 76 | ||||||||
| Calamos Total Return Bond Fund | Intermediate Core-Plus Bond | Jun 27, 2007 | 0.65% | -0.85% | 1.26% | 3.58% | 19 | ||||||||
| Calamos Global Convertible Fund | Convertible Bonds | Dec 30, 2014 | 1.03% | 13.08% | 8.83% | 4.73% | 81 |
Explore top Calamos Mutual Fund Categories and Asset Classes
Calamos Bond Mutual fundsCalamos Equity Mutual fundsCalamos Multi-Asset Mutual fundsCalamos Alternatives Mutual fundsCalamos Convertible Bonds Mutual fundsCalamos Diversified Portfolio Mutual fundsCalamos Global Allocation Mutual fundsCalamos Bank Loan Mutual fundsCalamos Emerging Markets Equities Mutual funds
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.
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5 Years
Best Calamos Mutual funds by Risk/Return Score
The top Calamos Mutual funds by PortfoliosLab Risk/Return Score are CAPIX (99) and CMNIX (98).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | 99 | — | Jun 2023 | |
| Calamos Market Neutral Income Fund Institutional C... | 98 | — | May 2000 | |
| Calamos High Income Opportunities Fund | 89 | — | Aug 1999 | |
| Calamos Global Convertible Fund | 81 | — | Dec 2014 | |
| Calamos Convertible Opportunities and Income Fund | 76 | — | Jun 1997 |
Best-Performing Calamos Mutual funds Over 5 Years
The top Calamos Mutual funds is CGIOX (10.39%).
Across the lineup, Calamos Mutual funds show an average 1-year return of 17.77% and an average 5-year return of 6.47%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Calamos Growth and Income Fund Class R6 | 10.39% | — | Jun 2020 | |
| Calamos Global Equity Fund | 10.31% | — | Feb 2007 | |
| Calamos Growth and Income Fund Class I | 10.31% | — | Sep 1997 | |
| Calamos Growth and Income Fund | 10.03% | — | Sep 1988 | |
| Calamos Select Fund | 10.02% | — | Jan 2002 |
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.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Calamos Short-Term Bond Fund | 0.40% | — | Sep 2018 | |
| Calamos Total Return Bond Fund | 0.65% | — | Jun 2007 | |
| Calamos Growth and Income Fund Class R6 | 0.73% | — | Jun 2020 | |
| Calamos Convertible Fund | 0.85% | — | Jun 1997 | |
| Calamos International Growth Fund | 0.85% | — | Mar 2005 |
Highest-Yield Calamos Mutual funds
The top Calamos Mutual funds is CIGEX (13.68%).
Across the lineup, Calamos Mutual funds show an average dividend yield of 6.22%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Calamos Global Equity Fund | 13.68% | — | Feb 2007 | |
| Calamos International Growth Fund | 11.49% | — | Mar 2005 | |
| Calamos Convertible Fund | 10.61% | — | Jun 1997 | |
| Calamos Convertible and High Income Closed Fund | 9.60% | — | May 2003 | |
| Calamos Convertible Opportunities and Income Fund | 9.26% | — | Jun 1997 |
Top Mutual funds Issuers
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
CHI vs. JEPICHI vs. FISCXCHI vs. CIHEXCHI vs. GCVCHI vs. AVKCHYDX vs. JEPICHYDX vs. FAGIXCHYDX vs. IVVCHYDX vs. SPYCHYDX vs. UTFCHY vs. BINCCHY vs. SMHCHY vs. ISPYCHY vs. ADXCHY vs. VOOCICVX vs. CVRTCICVX vs. FICVXCICVX vs. PISHXCICVX vs. DPIIXCICVX vs. PFINXCAPIX vs. FLYRXCAPIX vs. ARTUXCAPIX vs. CIGEXCAPIX vs. RCRIXCAPIX vs. FLOTXCCVIX vs. SPYCCVIX vs. FACVXCCVIX vs. FICVXCCVIX vs. PISHXCCVIX vs. LBFFXCTRIX vs. VOOCTRIX vs. CIHEXCTRIX vs. PGSIXCTRIX vs. CVTRXCTRIX vs. AAIIXCXGCX vs. FISCXCXGCX vs. PBXIXCXGCX vs. WESRXCXGCX vs. MCIFXCXGCX vs. LCFYXCSTIX vs. CIGEXCSTIX vs. CIHEXCSTIX vs. CTSIXCSTIX vs. CVTRXCSTIX vs. CMNIX