U
Calamos Merger Arbitrage Fund Class C CMRCX
NASDAQ
Recommendation
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NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings CMRCX-NASDAQ Click to
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Rating U
Reward Index Unrated
Reward Grade U
Risk Index Unrated
Risk Grade U
Company Info CMRCX-NASDAQ Click to
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Provider Calamos
Manager/Tenure (Years) Jason Hill (2), David O’Donohue (2), Eli Pars (2), 2 others
Website http://www.calamos.com
Fund Information CMRCX-NASDAQ Click to
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Fund Name Calamos Merger Arbitrage Fund Class C
Category Event Driven
Sub-Category Alternative Miscellaneous
Prospectus Objective Growth and Income
Inception Date Sep 29, 2023
Open/Closed To New Investors Open
Minimum Initial Investment 2,500.00
Minimum Subsequent Investment 50.00
Front End Fee --
Back End Fee 0.01
Dividends and Shares CMRCX-NASDAQ Click to
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Dividend Yield 0.44%
Dividend CMRCX-NASDAQ Click to
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Dividend Yield (Forward) 2.74%
Asset Allocation CMRCX-NASDAQ Click to
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Cash 15.22%
Stock 37.46%
U.S. Stock 37.46%
Non-U.S. Stock 0.00%
Bond 0.08%
U.S. Bond 0.08%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 47.24%
Other Net 0.00%
Price History CMRCX-NASDAQ Click to
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7-Day Total Return 0.29%
30-Day Total Return -0.88%
60-Day Total Return -0.49%
90-Day Total Return 0.29%
Year to Date Total Return 0.19%
1-Year Total Return 11.06%
2-Year Total Return 12.01%
3-Year Total Return --
5-Year Total Return --
Price CMRCX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
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NAV CMRCX-NASDAQ Click to
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Nav $10.13
1-Month Low NAV $10.04
1-Month High NAV $10.23
52-Week Low NAV $9.37
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $10.83
52-Week High Price (Date) Oct 24, 2025
Beta / Standard Deviation CMRCX-NASDAQ Click to
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Beta --
Standard Deviation --
Balance Sheet CMRCX-NASDAQ Click to
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Total Assets 2.69M
Operating Ratios CMRCX-NASDAQ Click to
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Expense Ratio 2.73%
Turnover Ratio 177.00%
Performance CMRCX-NASDAQ Click to
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Last Bull Market Total Return 4.46%
Last Bear Market Total Return --