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Calamos ETF Trust (CPRJ)
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Upturn Advisory Summary
08/14/2025: CPRJ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 1.7% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.22 - 25.90 | Updated Date 06/28/2025 |
52 Weeks Range 24.22 - 25.90 | Updated Date 06/28/2025 |
Upturn AI SWOT
Calamos ETF Trust
ETF Overview
Overview
Calamos offers a suite of ETFs focusing on various investment strategies, including dividend income, convertible securities, and growth opportunities. These ETFs aim to provide investors with diversified exposure to specific market segments and investment themes.
Reputation and Reliability
Calamos Investments has a long-standing reputation as an asset manager. They have experience in managing various investment strategies.
Management Expertise
Calamos has a team of experienced investment professionals dedicated to managing their ETF products.
Investment Objective
Goal
The primary investment goal varies by ETF within the Calamos ETF Trust, but generally aims for capital appreciation, income generation, or a combination of both, depending on the specific fund's strategy.
Investment Approach and Strategy
Strategy: Calamos ETFs employ active management strategies, aiming to outperform benchmarks by actively selecting securities based on fundamental research and market analysis.
Composition The ETFs hold a mix of assets, including stocks, bonds, and convertible securities, tailored to each fund's specific investment objective.
Market Position
Market Share: Varies significantly by specific Calamos ETF, ranging from small to moderate based on the specific investment niche.
Total Net Assets (AUM): Varies significantly by specific Calamos ETF, ranging from smaller funds (under $50 million) to larger funds (over $500 million).
Competitors
Key Competitors
- SPY
- IVV
- QQQ
- IWM
- AGG
Competitive Landscape
The ETF industry is highly competitive. Calamos ETFs face competition from larger, well-established ETF providers. Calamos ETFs may have an advantage in niche markets due to their active management approach, but also face the challenge of justifying higher expense ratios.
Financial Performance
Historical Performance: Historical performance varies widely depending on the specific Calamos ETF and the time period. Data needs to be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison varies depending on the specific Calamos ETF and its investment objective. Data needs to be retrieved from financial data providers.
Expense Ratio: Expense ratios vary by specific Calamos ETF, typically ranging from 0.60% to 1.00%.
Liquidity
Average Trading Volume
The average trading volume varies by ETF, with some funds exhibiting lower liquidity than more popular ETFs.
Bid-Ask Spread
The bid-ask spread can vary depending on trading volume and market conditions, potentially impacting trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, and sector-specific trends significantly influence Calamos ETFs' performance.
Growth Trajectory
Growth trends depend on the specific ETF and its investment focus; new ETFs are often launched to capture emerging market trends.
Moat and Competitive Advantages
Competitive Edge
Calamos' competitive advantage lies in its active management approach, aiming to outperform benchmarks. Their expertise in convertible securities and other niche areas also sets them apart. This active management seeks to identify and capitalize on market opportunities. The firm's research capabilities further enhance their ability to deliver value to investors.
Risk Analysis
Volatility
Volatility varies by ETF, with equity-focused ETFs generally exhibiting higher volatility than fixed-income ETFs.
Market Risk
Market risk depends on the underlying assets, including sector-specific risks, interest rate risk, and credit risk.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking specific investment exposures (e.g., dividend income, convertible securities) and are comfortable with active management and potentially higher expense ratios.
Market Risk
Suitability depends on the specific ETF. Some may be suitable for long-term investors, while others are more appropriate for active traders.
Summary
Calamos offers a diverse range of ETFs targeting specific investment objectives and market segments. These ETFs leverage active management strategies and focus on areas such as dividend income and convertible securities. Investors should carefully consider their investment goals, risk tolerance, and the expense ratios associated with these ETFs. Calamos ETFs provide opportunities for investors seeking exposure to niche investment strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Calamos Investments Website
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Calamos ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund will invest substantially all of its assets in FLexible EXchange Options (FLEX Options) that reference the price performance of the iShares®"Russell 2000®" ETF. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.