CMRGX Mutual Fund
CMRGX Mutual Fund
Calamos Merger Arbitrage Fund Class I
CMRGX Mutual Fund Overview
CMRGX Mutual Fund (Calamos Merger Arbitrage Fund Class I) is managed by Calamos Investments. CMRGX expense ratio is 1.73%, holding 55 positions across sectors including Unknown, Information Technology, Other. Inception date: 2023-09-29.
CMRGX performance shows a YTD return of 1.78%. The 1-year return is 8.19%. CMRGX dividend yield stands at 7.70%, paid annually.
CMRGX top holdings include Kenvue Inc (6.2%), Tegna Inc (5.7%), Txnm Energy Inc Jr Subordina 06/54 5.75 5.75 (5.6%), Futuretech Ii Acquisition Corp. (5.3%), Norfolk Southern Corp. (4.5%). View all CMRGX holdings, sector breakdown, or dividend history.
CMRGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CMRGX alternatives are available via the screener, along with tax-loss harvesting opportunities.