About CTRAX
Calamos Total Return Bond Fund Class A is an actively managed mutual fund specializing in multi-sector fixed income investments. Its primary objective is to generate a high level of current income and achieve total returns that exceed its benchmark over market cycles. Employing a flexible "core-plus" strategy, the fund invests primarily in U.S. issuers, with allocations across a diversified set of fixed-income assets—including investment-grade and high-yield bonds, bank loans, preferred securities, and select equity-linked instruments. This broad approach allows the fund to capture opportunities across varied credit sectors, while rigorous, independent credit research seeks to control risk and enhance portfolio construction. Designed as a potential cornerstone for fixed income allocations, the fund’s disciplined, bond-by-bond process emphasizes fundamental research and risk-adjusted returns. The strategy aims to benefit both from stability often associated with core bond holdings and from incremental return opportunities found in specialized credit sectors, positioning it as a versatile option in the intermediate core-plus bond category within the financial markets.
Fund Family Calamos
Category Intermediate Core-Plus Bond
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CTRAX
Share Class Class A Shares
Index Bloomberg U.S. Aggregate Bond TR
CTRAX had a total return of 4.39% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.40%.
