Calamos Hedged Equity’s strong portfolio management team plies a unique hedged equity approach.
Calamos Hedged Equity Fund Class I CIHEX
- NAV / 1-Day Return 20.72 / +0.44 %
- Total Assets 903.0M
-
Adj. Expense Ratio
0.900%
- Expense Ratio 0.900%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Equity Hedged
- Investment Style Large Blend
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.29%
- Turnover 10%
USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CIHEX
Will CIHEX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.73 | 67M | Technology |
Apple Inc | 7.05 | 61M | Technology |
Microsoft Corp | 5.39 | 47M | Technology |
Put On S&P 500 Dec27 | 4.36 | 38M | — |
Amazon.com Inc | 4.07 | 35M | Consumer Cyclical |
Alphabet Inc Class A | 2.97 | 26M | Communication Services |
Alphabet Inc Class C | 2.97 | 26M | Communication Services |
Broadcom Inc | 2.82 | 25M | Technology |
Meta Platforms Inc Class A | 1.87 | 16M | Communication Services |
Eli Lilly and Co | 1.52 | 13M | Healthcare |