Morningstar

Calamos Global Funds PLC - Calamos Short-Term Bond Fund Class A CSTBX

Morningstar Medalist Rating
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Medalist Rating as of See Calamos Investment Hub
  • NAV / 1-Day Return $9.40  /  0.00
  • Fund Size $409.4M
  • Adjusted Expense Ratio 0.640%
  • Net Expense Ratio 0.630%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Short-Term Bond
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 4.37%
  • Average Effective Duration 1.78 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis CSTBX

Will CSTBX outperform in the 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 CSTBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSTBX 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 CSTBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calamos Short-Term Bond A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CSTBX

More CSTBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 5yr Note (Cbt) Dec26 Xcbt 20261231

4.87 21M
Government

Usd

1.49 6M
Cash and Equivalents

United States Treasury Notes 4.25%

1.38 6M
Government

United States Treasury Notes 4.25%

1.15 5M
Government

Fnma Pass-Thru I 3.5%

0.71 3M
Securitized

United States Treasury Notes 3.375%

0.68 3M
Government

ALLOYA AUTO RECEIVABLES TRUST 2025- 4.69%

0.67 3M
Securitized

Avis Budget Rental Car Funding AESOP LLC 5.44%

0.51 2M
Securitized

Sofi Consumer Ln Program 2016-5 Llc 5.12%

0.50 2M
Securitized

SCCU AUTO RECEIVABLES TRUST 2023-1 6.08%

0.48 2M
Securitized

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