Disclaimer:
CSQ.com is not affiliated with Calamos Investments. This post is for informational purposes only and does not constitute financial advice.
Overview
The Calamos Strategic Total Return Fund (Ticker: CSQ) is a closed-end fund managed by Calamos Investments. Designed for investors seeking a combination of income and capital appreciation, the fund blends equity, convertible, and fixed-income securities into one diversified vehicle.
While CSQ.com and the CSQ fund share a ticker name, the connection ends there. That said, the fund’s structure and strategy may interest many in our community of entrepreneurs, investors, and family offices.
Official fund page: Calamos.com/funds/closed-end/csq
Fund Strategy: A Blend of Growth and Income
The CSQ Fund takes a multi-asset approach by combining:
-
Equities – for long-term capital appreciation
-
Convertible Securities – for equity upside with fixed-income protection
-
Corporate Bonds – for stable, income-generating exposure
This approach aims to deliver a consistent monthly distribution while remaining flexible in various market conditions.
Performance Snapshot
As of the most recent update:
-
Distribution Rate: Approximately 8.5% annually
-
NAV vs. Market Price: Often trades at either a discount or premium
-
Leverage: Used to enhance returns (note: this increases both potential gains and risks)
For current data:
Who Might Consider This Fund?
This fund may appeal to:
-
Investors looking for monthly income
-
Those seeking a balance of risk and reward across asset classes
-
Individuals who prefer active management in uncertain markets
As always, consult your financial advisor before investing.
Where to Learn More
-
Fund overview: Calamos.com CSQ Fund
-
Holdings, commentary, and official documents available on Calamos site
-
Real-time prices via Yahoo Finance
Final Thought
The Calamos Strategic Total Return Fund (CSQ) may not be affiliated with our publication, but its strategy of blending growth and income aligns with the kind of insights and opportunities we look to highlight for our audience. Whether or not it belongs in your portfolio, it’s worth being aware of.
