The risks associated with an investment in the Fund(s) can increase during times of significant market volatility. Data are provided 'as is' for informational purposes only and are not intended for trading purposes. When you launched the fund in 1990, did you ever expect that it would grow to more than $10 billion in assets? John often describes managing portfolios for investors as an honor and a responsibility—we all share that view. Many investors are embracing longer duration bonds to “enhance yield,” which means that a small interest rate increase may result in a large negative bond price return. The fund has only had three down years in its 30-year history. Morningstar ratings are based on a risk-adjusted return measure that accounts for variation in a fund’s monthly historical performance (reflecting sales charges), placing more emphasis on downward variations and rewarding consistent performance. From the very start, I understood the importance of seeking capital preservation and steady performance. S&P 500 Index-Is generally considered representative of the U.S. stock market. The Fund's risk-adjusted returns based on load-waived Class I Shares had 4 stars for 3 years, 4 stars for 5 years and 5 stars for 10 years out of 101, 76 and 22 Market Neutral Funds, respectively, for the period ended 10/31/2020. Current performance may be lower or higher than the performance quoted. These days, Wall Street, investment bankers and institutional investors focus on relative performance versus a benchmark index. Calamos Financial Services LLC, Distributor. Aggregate Bond Index, Morningstar Market Neutral Category Average. Performance reflected at NAV does not include the Fund's maximum front-end sales load of 2.75%. 800-582-6959. CMNIX is the second oldest fund in Morningstar’s diverse Market Neutral Category. Barron's provides information on holdings, historical returns and other key fund data. More detailed information regarding these risks can be found in the Fund’s prospectus. The personal data collected by Calamos on this website, or by any other means, is collected and stored in accordance with the General Data Protection Regulation (EU) 2016/679 ("GDPR"). Before investing carefully consider the fund’s investment objectives, risks, charges and expenses. Teamwork also gives us stability and consistency. Dazu gehört der Widerspruch gegen die Verarbeitung Ihrer Daten durch Partner für deren berechtigte Interessen. in Economics and an M.B.A. in Finance from the Illinois Institute of Technology. CVSCX | A complete Calamos Market Neutral Income Fund;C mutual fund overview by MarketWatch. For 30 years, Calamos Market Neutral Income Fund has provided investors with an innovative approach that seeks to provide steady performance over market cycles, while serving as an alternative to traditional fixed income allocations. Calamos Market Neutral Income Fund Class A. Calamos Investment Trust. John Calamos: When I first began my career, the potential benefits of convertible securities were not broadly recognized. Please see the prospectus and summary prospectus containing this and other information which can be obtained by calling 1-800-582-6959. investment, market cap and category. Over its 30-year history, the fund has invested through many different interest rate environments, economic cycles, bull and bear markets, market shocks and extended periods of uncertainty and volatility. The choices investors had back then typically didn’t go beyond U.S. stock funds, bond funds, and maybe some global funds. For actively managed strategies, people and process each receive a 45% weighting in their analysis, while parent receives a 10% weighting. Change value during other periods is calculated as the difference between the last trade and the most recent settle. Attempt to reduce systematic risk created by factors such as exposures to sectors, market-cap ranges, investment styles, currencies, and/or countries. The principal risks of investing in Calamos Market Neutral Income Fund include: equity securities risk consisting of market prices declining in general, convertible securities risk consisting of the potential for a decline in value during periods of rising interest rates and the risk of the borrower to miss payments, synthetic convertible instruments risk, convertible hedging risk, covered call writing risk, options risk, short sale risk, interest rate risk, credit risk, high yield risk, liquidity risk, portfolio selection risk, and portfolio turnover risk. Pfd. Check the background of the firm and its investment professionals on FINRA's BrokerCheck. John P. Calamos, Sr. has been President and Trustee of the Calamos Investment Trust (“Trust”) and for CALAMOS ADVISORS: Founder, Chairman and Global Chief Investment Officer (“Global CIO”) since August 2016; Chairman and Global CIO from April to August 2016; Chairman, Chief Executive Officer and Global Co-CIO between April 2013 and April 2016; Chief Executive Officer and Global Co-CIO between August 2012 and April 2013; and Chief Executive Officer and Co-CIO prior thereto. Indexes are unmanaged, do not include fees or expenses and are not available for direct investment. International stock quotes are delayed as per exchange requirements. You can obtain performance data current to the most recent month-end by visiting www.calamos.com. Within each asset class, the top 10%, the next 22.5%, 35%, 22.5%, and the bottom 10% receive 5, 4, 3, 2 or 1 star, respectively. John built our firm on the belief that team structures are the best for leveraging talent, and by extension serving investors. Mutual Funds & ETFs: All of the mutual fund and ETF information contained in this display, with the exception of the current price and price history, was supplied by Lipper, A Refinitiv Company, subject to the following: Copyright 2020© Refinitiv. The higher the ratio, the netter the portfolio's risk-adjusted return is. ©2020 Calamos Investments LLC. For certain peer groups where standard benchmarking is not applicable, primarily peer groups of funds using alternative investment strategies, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s expectation that a fund will deliver a weighted pillar score above a predetermined threshold within its peer group. “John often describes managing portfolios for investors as an honor and a responsibility—we all share that view.”. The risks associated with an investment in the Fund(s) can increase during times of significant market volatility. For perspective on this milestone, we sat down with John P. Calamos, Sr., who launched the fund in 1990, and Eli Pars, CFA, who leads the fund’s investment … The level of the rating relates to the level of expected net alpha relative to Morningstar category peers for passive funds. And, we are certainly in a period where we could see this elevated volatility. At the time, my goal in launching the fund was to give investors access to strategies that I believed could help them achieve their financial goals. Calamos Market Neutral Income Fund was built on this expertise in convertible securities and options.

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