Calamos Hedged Equity FundCAHEX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$844.7M
Expense ratio
1.15%
1-year return
+17.3%
3 years, a year
+12.8%
5 years, a year
+7.6%
Holdings
268
What it aims to do.
Calamos Hedged Equity Fund's investment objective is to seek total return with lower volatility than equity markets.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 8.33% |
| AAPL Apple Inc | 6.71% |
| MSFT Microsoft Corp | 5.13% |
| AMZN Amazon.com Inc | 4.30% |
| GOOGL Alphabet Inc | 3.48% |
| GOOG Alphabet Inc | 3.45% |
| AVGO Broadcom Inc | 3.28% |
| JOBY Options Clearing Corp. | 2.85% |
| META Meta Platforms Inc | 2.22% |
| TSLA Tesla Inc | 1.76% |
More on CAHEX.
- CAHEX overview
- CAHEX holdings
- CAHEX risk
- CAHEX costs
- CAHEX money in and out
- CAHEX share classes
- Compare CAHEX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.