CMRGX Mutual Fund

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 Information Technology, Health Care, Communication Services. Inception date: 2023-09-29.

CMRGX performance shows a YTD return of 2.87%. The 1-year return is 7.36%. CMRGX dividend yield stands at 7.62%, paid annually.

CMRGX 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 CMRGX holdings, CMRGX sectors, or CMRGX dividends.

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