Calamos Hedged Equity Fund Quote
| CIHEX Fund | USD 17.65 0.03 0.17% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Calamos Hedged is trading at 17.65 as of the 30th of January 2025; that is 0.17 percent increase since the beginning of the trading day. The fund's open price was 17.62. Calamos Hedged has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 31st of December 2024 and ending today, the 30th of January 2025. 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, Large Blend, Options Trading (View all Sectors) |
| Update Date | 31st of December 2024 |
Calamos Hedged Equity [CIHEX] is traded in USA and was established 30th of January 2025. 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 104.1 M in assets under management (AUM) with no minimum investment requirementsCalamos Hedged Equity is currently producing year-to-date (YTD) return of 2.37% with the current yeild of 0.0%, while the total return for the last 3 years was 7.97%.
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
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology |
Calamos Hedged Equity Risk Profiles
| Mean Deviation | 0.3462 | |||
| Semi Deviation | 0.4499 | |||
| Standard Deviation | 0.4874 | |||
| Variance | 0.2376 |
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.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios |