Calamos Timpani Small Cap Growth Fund (CTSIX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CTSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CTSIX
CTSIX charges 1.05% annually. There are 75 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | CTSIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | CTSIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | CTSIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | CTSIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | CTSIX vs VISGX |
Best Risk-Adjusted Alternatives to CTSIX
CTSIX has a PortfoliosLab risk / return rank of 55. There are 42 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | CTSIX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | CTSIX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | CTSIX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | CTSIX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | CTSIX vs NESGX |
Top Performing CTSIX Alternatives (YTD)
CTSIX is at 19.41% YTD. There are 40 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | CTSIX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | CTSIX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | CTSIX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | CTSIX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 31.89% | — | Sep 2001 | CTSIX vs NEAGX |
Lowest Volatility Alternatives to CTSIX
CTSIX has 31.00% 1-year volatility. There are 161 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | CTSIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | CTSIX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | CTSIX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | CTSIX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | CTSIX vs ETEGX |
Lowest Drawdown Alternatives to CTSIX
CTSIX has a 1-year max drawdown of -17.99%. There are 141 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | CTSIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | CTSIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | CTSIX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | CTSIX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | CTSIX vs SGPIX |
Other Mutual Funds from Calamos
The 10 most viewed Calamos mutual funds shown here include CMNIX, CSQ, CHI and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calamos Market Neutral Income Fund Institutional C... | 98 | 3.54% | — | May 2000 | CTSIX vs CMNIX | ||
| Calamos Strategic Total Return Fund | Diversified Portfolio | 34 | 9.03% | — | Mar 2004 | CTSIX vs CSQ | |
| Calamos Convertible Opportunities and Income Fund | Convertible Bonds | 82 | 25.35% | — | Jun 1997 | CTSIX vs CHI | |
| Calamos Phineus Long/Short Fund | Long-Short | 7 | 3.50% | — | Apr 2016 | CTSIX vs CPLIX | |
| Calamos Growth and Income Fund | Diversified Portfolio | 55 | 9.24% | — | Sep 1988 | CTSIX vs CVTRX | |
| Calamos Hedged Equity Fund | Options Trading | 74 | 5.57% | — | Dec 2014 | CTSIX vs CIHEX | |
| Calamos International Growth Fund | Foreign Large Cap Equities | 29 | 16.59% | — | Mar 2005 | CTSIX vs CIGIX | |
| Calamos Global Equity Fund | Global Equities | 25 | 12.12% | — | Feb 2007 | CTSIX vs CIGEX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 90 | 2.15% | — | Aug 1999 | CTSIX vs CHYDX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 68 | 16.46% | — | May 2003 | CTSIX vs CHY |
Often Compared With CTSIX
Investors most often compare CTSIX with DEVLX, AVUV, FTHNX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare CTSIX with Any Fund or Stock
Compare CTSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CTSIX with funds that move differently
Calamos Timpani Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CTSIX.
Explore CTSIX Diversifiers