CMRAX Mutual Fund

CMRAX Mutual Fund (Calamos Merger Arbitrage Fund Class A) is managed by Calamos Investments. CMRAX expense ratio is 1.98%, holding 55 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2023-09-29.

CMRAX performance shows a YTD return of 2.77%. The 1-year return is 7.17%. CMRAX dividend yield stands at 7.34%, paid annually.

CMRAX top holdings include Kenvue Inc (6.2%), Tegna Inc (5.7%), Pnm Resources Inc 5.75% Jun 01, 2054 5.75 2054-06-01 (5.6%), Futuretech Ii Acquisition Corp. (5.3%), Norfolk Southern Corp. (4.5%). Go to all CMRAX holdings, CMRAX sectors, or CMRAX dividends.

CMRAX can be compared against other funds. Use CMRAX overlap to find shared positions, or CMRAX vs another fund for a side-by-side view. CMRAX alternatives are available via the screener, along with tax-loss harvesting opportunities.