Morningstar

Calamos US Eq Autocallable Income ETF CAIE

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub

Morningstar’s Analysis CAIE

Will CAIE 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 CAIE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CAIE 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 CAIE’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calamos US Eq Autocallable Income ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CAIE

More CAIE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

488944334 Trs Usd R E Trs Rec Mqautocl Jpm

96.91 1B
—

Calamos Tax-Aware Collateral ETF

77.79 939M
—

United States Treasury Bills 0%

13.30 161M
Government

Usd

1.66 20M
Cash and Equivalents

488944334 Trs Usd P V 00msofr Trs Pay Sofr +10bp Jpm

−89.65 −1B
—

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