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
- 29.26%
- Avg. 5 Year Return
- 7.60%
- Median Risk/Return Score
- 62 / 100
Calamos Mutual Funds List
26 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 Timpani Small Cap Growth Fund | Small Cap Growth Equities | Mar 23, 2011 | 1.05% | 35.44% | — | 0.00% | 76 | ||||||||
| Calamos Select Fund | Large Cap Blend Equities | Jan 2, 2002 | 1.15% | 5.61% | 12.75% | 5.18% | 27 | ||||||||
| Calamos Growth Fund | Large Cap Growth Equities | Sep 4, 1990 | 1.28% | 9.84% | 14.68% | 8.02% | 28 | ||||||||
| Calamos Global Opportunities Fund | Global Allocation | Sep 8, 1996 | 1.22% | 18.37% | 11.43% | 7.67% | 56 | ||||||||
| Calamos Growth and Income Fund | Diversified Portfolio | Sep 21, 1988 | 1.05% | 11.67% | 13.03% | 6.61% | 69 | ||||||||
| Calamos Global Convertible Fund | Convertible Bonds | Dec 30, 2014 | 1.03% | 16.99% | 9.36% | 4.46% | 88 |
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 Preferred Stock/Convertible Bonds Mutual fundsCalamos Bank Loan 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.
Loading charts...
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 Convertible Fund | 89 | — | Jun 1997 | |
| Calamos Convertible Fund | 89 | — | Jun 1985 | |
| Calamos Global Convertible Fund | 88 | — | Dec 2014 |
Best-Performing Calamos Mutual funds Over 5 Years
The top Calamos Mutual funds is CIGEX (12.33%).
Across the lineup, Calamos Mutual funds show an average 1-year return of 29.26% and an average 5-year return of 7.60%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Calamos Global Equity Fund | 12.33% | — | Feb 2007 | |
| Calamos Growth Fund | 12.22% | — | Sep 1990 | |
| Calamos Timpani SMID Growth Fund | 11.76% | — | Jul 2019 | |
| Calamos Growth and Income Fund Class R6 | 11.61% | — | Jun 2020 | |
| Calamos Select Fund | 11.48% | — | 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 (12.66%).
Across the lineup, Calamos Mutual funds show an average dividend yield of 5.92%, 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 | 12.66% | — | Feb 2007 | |
| Calamos International Growth Fund | 10.19% | — | Mar 2005 | |
| Calamos Convertible Fund | 10.04% | — | Jun 1997 | |
| Calamos Convertible and High Income Closed Fund | 9.39% | — | May 2003 | |
| Calamos Convertible Opportunities and Income Fund | 9.15% | — | Jun 1997 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
CMNIX vs. MBXIXCMNIX vs. FPACXCMNIX vs. BDMIXCMNIX vs. JHEQXCMNIX vs. MAFIXCSQ vs. EOSCSQ vs. ADXCSQ vs. DIVOCSQ vs. VTICSQ vs. FSCOCTSIX vs. DEVLXCTSIX vs. AVUVCTSIX vs. FTHNXCTSIX vs. SPYCTSIX vs. FGROXCHI vs. JEPICHI vs. FISCXCHI vs. CNSDXCHI vs. NCZCHI vs. GCVCPLIX vs. NLSIXCPLIX vs. BPLEXCPLIX vs. WAYEXCPLIX vs. FTLSCPLIX vs. QLEIXCVTRX vs. RCTIXCVTRX vs. JANBXCVTRX vs. VTTSXCVTRX vs. SPYCVTRX vs. VTICIHEX vs. SPYCIHEX vs. HELOCIHEX vs. HNDRXCIHEX vs. HRSTXCIHEX vs. IPSAXCHY vs. CCVIXCHY vs. BINCCHY vs. SMHCHY vs. ADXCHY vs. ISPYCHYDX vs. JEPICHYDX vs. FAGIXCHYDX vs. IVVCHYDX vs. SPYCHYDX vs. UTFCIGEX vs. NFJEXCIGEX vs. CVLOXCIGEX vs. CNWIXCIGEX vs. CAPIXCIGEX vs. CIGIX