CMRCX Mutual Fund

CMRCX Mutual Fund (Calamos Merger Arbitrage Fund Class C) is managed by Calamos Investments. CMRCX expense ratio is 2.73%, holding 55 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2023-09-29.

CMRCX performance shows a YTD return of 2.28%. The 1-year return is 6.28%. CMRCX dividend yield stands at 6.71%, paid annually.

CMRCX 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 CMRCX holdings, CMRCX sectors, or CMRCX dividends.

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