CBOJ – Calamos Bitcoin Str Alt Prt ETF-Jan – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide investment results that, before taking total fund operating fees and expenses into account, track the positive price return of the CME CF Bitcoin Reference Rate — New York Variant. The fund is an actively managed ETF that seeks to provide investment results, that before taking total fund operating fees and expenses into account, track the positive price return of spot bitcoin up to the stated cap over a specified period of time of approximately one year, while seeking to provide protection against decreases in the price of spot bitcoin of more than 10% over the same Outcome Period. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CBOJ	Calamos Bitcoin Structured Alt Protection ETF - January	ETF	Open	—	—	Jan 21, 2025	$15.90M	0.690%	—	—	−$24.02M

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