CALAMOS INVESTMENT TRUST/IL
About this Fund
CALAMOS INVESTMENT TRUST/IL is a renowned mutual fund company that has been at the forefront of asset management and investment solutions for decades, providing a wide range of portfolio options to cater to the diverse needs of investors. With a strong focus on wealth management, the company offers a broad spectrum of mutual funds, including equity, debt, hybrid, and alternative investment strategies, designed to help investors achieve their long-term financial goals. By leveraging its expertise in investment research and portfolio management, CALAMOS INVESTMENT TRUST/IL enables investors to navigate complex market trends and make informed decisions about their investments. The company's investment approach is centered around a disciplined and rigorous process, which involves thorough research and analysis of market trends, economic conditions, and company-specific factors to identify potential opportunities for growth and income. CALAMOS INVESTMENT TRUST/IL's mutual fund offerings are designed to accommodate various investor preferences, from conservative to aggressive, and provide a range of options for those seeking regular income, capital appreciation, or a combination of both. The company's equity funds invest in a diverse range of stocks, from large-cap to small-cap and mid-cap companies, as well as sector-specific and thematic funds that focus on emerging trends and industries. On the other hand, its debt funds offer a suite of investment options in fixed-income securities, including government bonds, corporate bonds, and money market instruments, providing investors with a relatively stable source of returns. Additionally, the company's hybrid funds combine the benefits of equity and debt investments, allowing investors to balance their portfolios and manage risk. For investors seeking a systematic and disciplined approach to investing, CALAMOS INVESTMENT TRUST/IL also offers Systematic Investment Plans (SIPs) that enable them to invest a fixed amount of money at regular intervals, regardless of market conditions. The company's investor-centric approach is built around a deep understanding of its clients' needs and goals, with a strong emphasis on providing personalized service, timely communication, and transparent reporting. CALAMOS INVESTMENT TRUST/IL's experienced team of investment professionals works closely with investors to understand their risk tolerance, investment horizon, and financial objectives, and develops customized portfolio solutions that align with their unique requirements. The company's key strengths lie in its ability to deliver consistent long-term performance, its rigorous investment process, and its commitment to fostering long-term relationships with its clients. As a result, investors trust CALAMOS INVESTMENT TRUST/IL to manage their wealth and help them achieve their financial aspirations, whether they are individual investors, financial advisors, or institutional clients. With its proven track record, extensive investment expertise, and dedication to customer satisfaction, CALAMOS INVESTMENT TRUST/IL has established itself as a trusted partner in the mutual fund industry, and continues to be a preferred choice for investors seeking reliable and effective investment solutions.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | AMZN Amazon.com Inc Since 2026-05-10 | 023135106 | Equity (Common) |
5.37%
|
$61.74 | 258,000 |
| 2 | AVGO Broadcom Inc Since 2026-05-10 | 11135F101 | Equity (Common) |
2.98%
|
$34.29 | 103,500 |
| 3 | CACI CACI International Inc Since 2026-05-10 | 127190304 | Equity (Common) |
1.62%
|
$18.62 | 30,000 |
| 4 | C Citigroup Inc Since 2026-05-10 | 172967424 | Equity (Common) |
1.04%
|
$11.92 | 103,000 |
| 5 | COHR Coherent Corp Since 2026-05-10 | 19247G107 | Equity (Common) |
-1.24%
|
$-14.22 | -67,000 |
| 6 | EMR Emerson Electric Co Since 2026-05-10 | 291011104 | Equity (Common) |
1.63%
|
$18.74 | 127,500 |
| 7 | HALO Halozyme Therapeutics Inc Since 2026-05-10 | 40637H109 | Equity (Common) |
1.79%
|
$20.58 | 287,000 |
| 8 | HUBS HubSpot Inc Since 2026-05-10 | 443573100 | Equity (Common) |
1.58%
|
$18.20 | 65,000 |
| 9 | INTU Intuit Inc Since 2026-05-10 | 461202103 | Equity (Common) |
1.48%
|
$16.96 | 34,000 |
| 10 | J Jacobs Solutions Inc Since 2026-05-10 | 46982L108 | Equity (Common) |
1.79%
|
$20.56 | 152,000 |
| 11 | LHX L3Harris Technologies Inc Since 2026-05-10 | 502431109 | Equity (Common) |
3.77%
|
$43.37 | 126,500 |
| 12 | NFLX Netflix Inc Since 2026-05-10 | 64110L106 | Equity (Common) |
0.96%
|
$11.06 | 132,500 |
| 13 | LUV Southwest Airlines Co Since 2026-05-10 | 844741108 | Equity (Common) |
-1.06%
|
$-12.21 | -257,000 |
| 14 | SNPS Synopsys Inc Since 2026-05-10 | 871607107 | Equity (Common) |
2.20%
|
$25.24 | 54,267 |
| 15 | TSLA Tesla Inc Since 2026-05-10 | 88160R101 | Equity (Common) |
-0.49%
|
$-5.59 | -13,000 |
| 16 | TMO Thermo Fisher Scientific Inc Since 2026-05-10 | 883556102 | Equity (Common) |
0.98%
|
$11.28 | 19,500 |
| 17 | UBER Uber Technologies Inc Since 2026-05-10 | 90353T100 | Equity (Common) |
1.59%
|
$18.25 | 228,000 |
| 18 | UAL United Airlines Holdings Inc Since 2026-05-10 | 910047109 | Equity (Common) |
3.61%
|
$41.49 | 405,500 |
| 19 | URI United Rentals Inc Since 2026-05-10 | 911363109 | Equity (Common) |
1.87%
|
$21.51 | 27,500 |
| 20 | JCI Johnson Controls International plc Since 2026-05-10 | — | Equity (Common) |
2.73%
|
$31.36 | 263,000 |