Calamos Hedged Equity Fund Quote
| CCHEX Fund | USD 16.91 0.07 0.42% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Calamos Hedged is trading at 16.91 as of the 27th of November 2024; that is 0.42 percent increase since the beginning of the trading day. The fund's open price was 16.84. Calamos Hedged has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Calamos Hedged Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund seeks to achieve total return with lower volatility than equity markets. Under normal circumstances, it invests at least 80 percent of its net assets in equity securities and securities with economic characteristics similar to stock or the equity markets. More on Calamos Hedged Equity
Moving together with Calamos Mutual Fund
Calamos Mutual Fund Highlights
| Fund Concentration | Calamos Funds, Large Blend Funds, Options Trading Funds, Options Trading, Calamos (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Calamos Hedged Equity [CCHEX] is traded in USA and was established 27th of November 2024. Calamos Hedged is listed under Calamos category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Calamos family. This fund currently has accumulated 558.37 M in assets under management (AUM) with no minimum investment requirementsCalamos Hedged Equity is currently producing year-to-date (YTD) return of 14.42% with the current yeild of 0.0%, while the total return for the last 3 years was 5.21%.
Check Calamos Hedged Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calamos Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calamos Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calamos Hedged Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calamos Hedged Equity Mutual Fund Constituents
| XOM | Exxon Mobil Corp | Stock | Energy | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| IVV | iShares Core SP | Etf | Large Blend | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| SPY | SPDR SP 500 | Etf | Large Blend | |
| NVDA | NVIDIA | Stock | Information Technology |
Calamos Hedged Equity Risk Profiles
| Mean Deviation | 0.3009 | |||
| Semi Deviation | 0.3546 | |||
| Standard Deviation | 0.4245 | |||
| Variance | 0.1802 |
Calamos Hedged Against Markets
Other Information on Investing in Calamos Mutual Fund
Calamos Hedged financial ratios help investors to determine whether Calamos Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calamos with respect to the benefits of owning Calamos Hedged security.
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