Calamos Strategic Total Return Fund (CSQ) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CSQ
CSQ charges 2.46% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among CSQ alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | CSQ vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | CSQ vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | CSQ vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | CSQ vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | CSQ vs MAANX |
Best Risk-Adjusted Alternatives to CSQ
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | CSQ vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | CSQ vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | CSQ vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | CSQ vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | CSQ vs PMAIX |
Top Performing CSQ Alternatives (YTD)
CSQ alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | CSQ vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | CSQ vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | CSQ vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | CSQ vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | CSQ vs CONWX |
Lowest Volatility Alternatives to CSQ
CSQ alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | CSQ vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | CSQ vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | CSQ vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | CSQ vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | CSQ vs SICIX |
Lowest Drawdown Alternatives to CSQ
CSQ alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | CSQ vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | CSQ vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | CSQ vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | CSQ vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | CSQ vs SICIX |
Other Mutual Funds from Calamos
Most popular Calamos mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Calamos Market Neutral Income Fund Institutional C... | 90 | -0.07% | May 10, 2000 | CSQ vs CMNIX | ||
| Calamos Growth and Income Fund | Diversified Portfolio | 56 | -6.56% | Sep 21, 1988 | CSQ vs CVTRX | |
| Calamos Phineus Long/Short Fund | Long-Short | 13 | -4.56% | Apr 4, 2016 | CSQ vs CPLIX | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 79 | -4.77% | Mar 23, 2011 | CSQ vs CTSIX | |
| Calamos Global Equity Fund | Global Equities | 47 | -5.78% | Feb 28, 2007 | CSQ vs CIGEX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 85 | -0.47% | Aug 2, 1999 | CSQ vs CHYDX | |
| Calamos Growth Fund | Large Cap Growth Equities | 21 | -13.66% | Sep 4, 1990 | CSQ vs CVGRX | |
| Calamos Hedged Equity Fund | Options Trading | 67 | -3.54% | Dec 30, 2014 | CSQ vs CIHEX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 69 | -2.05% | May 28, 2003 | CSQ vs CHY | |
| Calamos Convertible Fund | Preferred Stock/Convertible Bonds | 84 | 0.22% | Jun 21, 1985 | CSQ vs CCVIX |
Often Compared With CSQ
What investors most often compare with CSQ, 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.