CSQCalamos Strategic Total Return Fund

Issuer: Calamos Advisors LLC · Type: CEF
Positioning: Neutral
Coverage / Underlying
Diversified equities, convertibles, and high-yield bonds, with up to 35% in developed and emerging foreign markets.
Listed at: 2004-03-26
Expense ratio: 2.28%
Strategy brief
Seeks total return through a combination of capital appreciation and current income by investing in a diversified portfolio of equities, convertible securities, and high-yield corporate bonds.
Dividend TTM (last 12M)
0.00% / annualized

Uses recent cash distributions relative to price; focuses on cash-flow strength.

Dividend strengthMedium
Capital growth (price / total return)
0.00% / annualized

Summarises the asset’s long-term price trend; higher values look more growth-like.

Growth strengthMedium
Erosion (using principal?)

Checks whether total return can support the payout, to flag if distributions may be coming from principal.

Erosion riskNo
Stability (volatility experience)

Blends beta, volatility and drawdowns to show how stable or shaky the experience is.

StabilityMedium
Data sufficiency
Latest window: insufficientSome months: insufficient

Historical signals Last 3 years · Monthly

Distribution of signals (income, growth, erosion, stability) in the last 3 years. For month-by-month detail, open the table dialog below.

Metrics history Last 3 years · Monthly

Shows how a metric evolved over the last 3 years. Switch metrics below. For month-by-month detail, open the table dialog on the bottom-right.