Morningstar

Calamos Aksia Alternative Credit And Income Fund Class I Shares CAPIX

Morningstar Medalist Rating
Medalist Rating as of

Morningstar’s Analysis CAPIX

Will CAPIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CAPIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CAPIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CAPIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Broad private credit exposure with structural advantages and risks.

Principal Evangelia Gkeka

Evangelia Gkeka

Principal

Summary

Calamos Aksia Alternative Credit and Income offers investors diversified exposure to a broad spectrum of private credit opportunities with some differentiating characteristics; however, its short track record limits our conviction. It earns initial ratings of Average for both Process and People.

by Evangelia Gkeka
Rated on Published on

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