Morningstar

Calamos Alternative Nasdaq & Bond ETF CANQ

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub

Morningstar’s Analysis CANQ

Will CANQ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CANQ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CANQ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CANQ’s parent organization’s priorities and whether they’re in line with investors’ interests.

Calamos Alternative Nasdaq& Bond ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CANQ

More CANQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 91.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Simplify MBS ETF

20.09 262,702
—

Franklin Senior Loan ETF

19.70 257,533
—

SPDR® Portfolio High Yield Bond ETF

17.40 227,502
—

Vanguard Emerging Mkts Govt Bd ETF

12.30 160,849
—

Janus Henderson AAA CLO ETF

6.62 86,564
—

Schwab 1-5 Year Corporate Bond ETF

4.37 57,150
—

iShares Broad USD Invm Grd Corp Bd ETF

3.40 44,416
—

Vanguard Long-Term Corporate Bd ETF

2.92 38,132
—

2Nvda 250117 C 90.50 2Nvda 250117 C 90.50

2.59 33,913
Corporate

2Avgo 250620 C 153.00 2Avgo 250620 C 153.00

2.27 29,719
—

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