Calamos Market Neutral Fund Filter Stocks by Fundamentals
CMNIX Fund | USD 14.40 0.01 0.07% |
Calamos Market Neutral fundamentals help investors to digest information that contributes to Calamos Market's financial success or failures. It also enables traders to predict the movement of Calamos Mutual Fund. The fundamental analysis module provides a way to measure Calamos Market's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Calamos Market mutual fund.
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Fundamental AnalysisView fundamental data based on most recent published financial statements |
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Fund Asset Allocation for Calamos Market
The fund invests 48.82% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (0.29%) , cash (17.97%) and various exotic instruments.Asset allocation divides Calamos Market's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Calamos Fundamentals
Price To Earning | 18.16 X | ||||
Price To Book | 2.53 X | ||||
Price To Sales | 1.85 X | ||||
Total Asset | 16.34 B | ||||
Annual Yield | 0.02 % | ||||
Year To Date Return | 1.74 % | ||||
One Year Return | 8.54 % | ||||
Three Year Return | 3.40 % | ||||
Five Year Return | 4.09 % | ||||
Ten Year Return | 4.33 % | ||||
Net Asset | 6.47 B | ||||
Last Dividend Paid | 0.04 | ||||
Cash Position Weight | 17.97 % | ||||
Equity Positions Weight | 48.82 % | ||||
Bond Positions Weight | 0.29 % |
About Calamos Market Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Calamos Market Neutral's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Calamos Market using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Calamos Market Neutral based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund i invests in equities, convertible securities of U.S. companies without regard to market capitalization and employs short selling and enters into total return swaps to enhance income and hedge against market risk. The average term to maturity of the convertible securities purchased by the fund will typically range from two to ten years. It may seek to generate income from option premiums by writing options. The fund may invest without limit in high yield fixed-income securities .
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Calamos Market in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Calamos Market's short interest history, or implied volatility extrapolated from Calamos Market options trading.
Pair Trading with Calamos Market
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Calamos Market position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Calamos Market will appreciate offsetting losses from the drop in the long position's value.Moving together with Calamos Mutual Fund
0.98 | STFGX | State Farm Growth | PairCorr |
0.97 | CVAIX | Calamos Opportunistic | PairCorr |
0.97 | CVACX | Calamos Opportunistic | PairCorr |
0.97 | CVAAX | Calamos Opportunistic | PairCorr |
0.96 | CVGCX | Calamos Growth Fund | PairCorr |
The ability to find closely correlated positions to Calamos Market could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Calamos Market when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Calamos Market - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Calamos Market Neutral to buy it.
The correlation of Calamos Market is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Calamos Market moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calamos Market Neutral moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Calamos Market can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Calamos Market Piotroski F Score and Calamos Market Altman Z Score analysis. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
Complementary Tools for Calamos Mutual Fund analysis
When running Calamos Market's price analysis, check to measure Calamos Market's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Calamos Market is operating at the current time. Most of Calamos Market's value examination focuses on studying past and present price action to predict the probability of Calamos Market's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Calamos Market's price. Additionally, you may evaluate how the addition of Calamos Market to your portfolios can decrease your overall portfolio volatility.
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