Calamos Strategic Total Return Fund (CSQ) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CSQ. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CSQ
CSQ charges 2.46% annually. There are 531 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | CSQ vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CSQ vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | CSQ vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CSQ vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | CSQ vs BWBIX |
Best Risk-Adjusted Alternatives to CSQ
CSQ has a PortfoliosLab risk / return rank of 34. There are 466 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | CSQ vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | CSQ vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | CSQ vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | CSQ vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | CSQ vs FSRRX |
Top Performing CSQ Alternatives (YTD)
CSQ is at 9.03% YTD. There are 107 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | CSQ vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | CSQ vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | CSQ vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | CSQ vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | CSQ vs BRUFX |
Lowest Volatility Alternatives to CSQ
CSQ has 15.96% 1-year volatility. There are 528 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | CSQ vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | CSQ vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | CSQ vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | CSQ vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | CSQ vs CSTAX |
Lowest Drawdown Alternatives to CSQ
CSQ has a 1-year max drawdown of -15.25%. There are 538 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | CSQ vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CSQ vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CSQ vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CSQ vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | CSQ vs CSTAX |
Other Mutual Funds from Calamos
The 10 most viewed Calamos mutual funds shown here include CMNIX, CTSIX, CHI and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calamos Market Neutral Income Fund Institutional C... | 98 | 3.54% | — | May 2000 | CSQ vs CMNIX | ||
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 55 | 19.41% | — | Mar 2011 | CSQ vs CTSIX | |
| Calamos Convertible Opportunities and Income Fund | Convertible Bonds | 82 | 25.35% | — | Jun 1997 | CSQ vs CHI | |
| Calamos Phineus Long/Short Fund | Long-Short | 7 | 3.50% | — | Apr 2016 | CSQ vs CPLIX | |
| Calamos Growth and Income Fund | Diversified Portfolio | 55 | 9.24% | — | Sep 1988 | CSQ vs CVTRX | |
| Calamos Hedged Equity Fund | Options Trading | 74 | 5.57% | — | Dec 2014 | CSQ vs CIHEX | |
| Calamos International Growth Fund | Foreign Large Cap Equities | 29 | 16.59% | — | Mar 2005 | CSQ vs CIGIX | |
| Calamos Global Equity Fund | Global Equities | 25 | 12.12% | — | Feb 2007 | CSQ vs CIGEX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 90 | 2.15% | — | Aug 1999 | CSQ vs CHYDX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 68 | 16.46% | — | May 2003 | CSQ vs CHY |
Often Compared With CSQ
Investors most often compare CSQ with ADX, EOS, DIVO. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare CSQ with Any Fund or Stock
Compare CSQ with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CSQ with funds that move differently
Calamos Strategic Total Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CSQ.
Explore CSQ Diversifiers