Morningstar

Calamos Timpani Small Cap Growth Fund Class A CTASX

Morningstar Medalist Rating
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Medalist Rating as of See Calamos Investment Hub
  • NAV / 1-Day Return $52.18  /  +2.68 %
  • Fund Size $741.3M
  • Adjusted Expense Ratio 1.300%
  • Net Expense Ratio 1.300%
  • Fee Level: Distribution Above Average
  • Share Class Type Front Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 195%
NAV and 1-Day Return as of

Morningstar’s Analysis CTASX

Will CTASX 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 CTASX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calamos Timpani Small Cap Growth A holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings CTASX

More CTASX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lumentum Holdings Inc

4.91 39M
Technology

Dave Inc Ordinary Shares - Class A

4.83 39M
Technology

Red Violet Inc Ordinary Shares

3.26 26M
Technology

Marex Group Ltd

2.91 23M
Financial Services

Mama's Creations Inc Common Stock

2.67 21M
Consumer Defensive

Rush Street Interactive Inc Ordinary Shares - Class A

2.64 21M
Consumer Cyclical

Xometry Inc Ordinary Shares - Class A

2.53 20M
Industrials

Guardant Health Inc

2.40 19M
Healthcare

SiTime Corp Ordinary Shares

2.39 19M
Technology

Travere Therapeutics Inc Ordinary Shares

2.38 19M
Healthcare

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