Calamos Strategic Total Fund Quote
| CSQ Fund | USD 15.76 0.01 0.06% |
Performance6 of 100
| Odds Of DistressLess than 15
|
Calamos Strategic is selling at 15.76 as of the 25th of April 2024; that is -0.06 percent decrease since the beginning of the trading day. The fund's last reported lowest price was 15.69. Calamos Strategic has less than a 15 % 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. Equity ratings for Calamos Strategic Total are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of January 2024 and ending today, the 25th of April 2024. Click here to learn more.
Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. Calamos Strategic Total Return Fund was formed on December 31, 2003 and is domiciled in the United States. Calamos Strgc operates under Asset Management classification in the United States and is traded on NASDAQ Exchange.. The company has 157.31 M outstanding shares of which 333.31 K shares are currently shorted by investors with about 1.15 days to cover. More on Calamos Strategic Total
Moving together with Calamos Fund
| 0.92 | TEI | Templeton Emerging | PairCorr |
| 0.77 | PHK | Pimco High Me | PairCorr |
| 0.89 | PCN | Pimco Corporate Me | PairCorr |
Calamos Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Calamos Strategic's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Calamos Strategic or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Vice President | John Koudounis |
| Old Names | [Canamex Gold Corp, creditshelf Aktiengesellschaft] |
| Fund Concentration | Allocation--50% to 70% Equity Funds, GEX Funds, Asset Management, Financial Services (View all Sectors) |
| Update Date | 31st of March 2024 |
Calamos Strategic Total [CSQ] is traded in USA and was established 25th of April 2024. The fund is not filed under any group at the present time. Calamos Strategic Total currently has in assets under management (AUM) with no minimum investment requirementsThe fund is currently generating return of 4.29% with the current yeild of 0.01%, while the total return for the last 3 years was 4.75%.
Calamos Strategic generates positive cash flow from operations, but has no cash available
Check Calamos Strategic Probability Of Bankruptcy
Calamos Strategic Target Price Odds Analysis
In regard to a normal probability distribution, the odds of Calamos Strategic jumping above the current price in 90 days from now is about 41.66%. The Calamos Strategic Total probability density function shows the probability of Calamos Strategic fund to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon Calamos Strategic has a beta of 0.9594 suggesting Calamos Strategic Total market returns are sensible to returns on the market. As the market goes up or down, Calamos Strategic is expected to follow. Additionally, calamos Strategic Total has an alpha of 0.0084, implying that it can generate a 0.008398 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Calamos Strategic to move above the current price in 90 days from now is about 41.66 (This Calamos Strategic Total probability density function shows the probability of Calamos Fund to fall within a particular range of prices over 90 days) .
Calamos Strategic Top Holders
| YYY | Amplify High Income | Etf | Tactical Allocation |
Calamos Strategic Total Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Calamos Strategic market risk premium is the additional return an investor will receive from holding Calamos Strategic long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Calamos Strategic. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Calamos Strategic's alpha and beta are two of the key measurements used to evaluate Calamos Strategic's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0822 | |||
| Jensen Alpha | 0.0084 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | 0.0051 |
Calamos Strategic Against Markets
Picking the right benchmark for Calamos Strategic fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Calamos Strategic fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Calamos Strategic is critical whether you are bullish or bearish towards Calamos Strategic Total at a given time. Please also check how Calamos Strategic's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Calamos Strategic without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Portfolio Optimization Now
Portfolio OptimizationCompute new portfolio that will generate highest expected return given your specified tolerance for risk |
| All Next | Launch Module |
How to buy Calamos Fund?
Before investing in Calamos Strategic, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Calamos Strategic. To buy Calamos Strategic fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Calamos Strategic. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Calamos Strategic fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Calamos Strategic Total fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Calamos Strategic Total fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Calamos Strategic Total, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Calamos Strategic Total?
The danger of trading Calamos Strategic Total is mainly related to its market volatility and Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Calamos Strategic is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Calamos Strategic. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Calamos Strategic Total is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Calamos Strategic Total. Also, note that the market value of any fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.