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 526 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CSQ vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | CSQ vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | CSQ vs VTMFX |
Best Risk-Adjusted Alternatives to CSQ
CSQ has a PortfoliosLab risk / return rank of 30. There are 485 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 | 97 | — | Dec 2009 | CSQ vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | CSQ vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | CSQ vs AYBLX |
Top Performing CSQ Alternatives (YTD)
CSQ is at 9.07% YTD. There are 138 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | CSQ vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | CSQ vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | CSQ vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | CSQ vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | CSQ vs SMIFX |
Lowest Volatility Alternatives to CSQ
CSQ has 15.29% 1-year volatility. There are 526 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | CSQ vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | CSQ vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | CSQ vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | CSQ vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | CSQ vs CSTAX |
Lowest Drawdown Alternatives to CSQ
CSQ has a 1-year max drawdown of -15.25%. There are 536 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | CSQ vs FSRKX |
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 | 2.83% | — | May 2000 | CSQ vs CMNIX | ||
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 79 | 37.63% | — | Mar 2011 | CSQ vs CTSIX | |
| Calamos Convertible Opportunities and Income Fund | Convertible Bonds | 81 | 29.12% | — | Jun 1997 | CSQ vs CHI | |
| Calamos Phineus Long/Short Fund | Long-Short | 4 | -0.59% | — | Apr 2016 | CSQ vs CPLIX | |
| Calamos Growth and Income Fund | Diversified Portfolio | 66 | 11.18% | — | Sep 1988 | CSQ vs CVTRX | |
| Calamos Hedged Equity Fund | Options Trading | 71 | 5.21% | — | Dec 2014 | CSQ vs CIHEX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 77 | 22.15% | — | May 2003 | CSQ vs CHY | |
| Calamos Global Equity Fund | Global Equities | 47 | 22.14% | — | Feb 2007 | CSQ vs CIGEX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 88 | 2.03% | — | Aug 1999 | CSQ vs CHYDX | |
| Calamos Evolving World Growth Fund Class I | Emerging Markets Equities | 83 | 51.83% | — | — | CSQ vs CNWIX |
Often Compared With CSQ
Investors most often compare CSQ with EOS, ADX, 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