Calamos Hedged Equity Income Fund Class A
CAHEX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Income
- Address
- 2020 Calamos Court Naperville IL United States of America 60563
- IPO Date
- Jan 2, 2015
- CIK
- 0000826732
- Website
- calamos.com
- Similar Companies
- Business
- Calamos Hedged Equity Income Fund Class A (CAHEX) is an open-end mutual fund managed by Calamos Investments LLC that seeks high current income with long-term capital appreciation by investing primarily in a diversified portfolio of U.S. large-cap equity securities and securities with equity-like characteristics; it employs an actively managed options overlay strategy involving the writing of index call and put options on equity securities or broad-based indices, as well as other options strategies, to hedge downside risk while providing equity market upside participation. The fund's Class A shares feature a front-end sales load of 4.75%, a net expense ratio of 1.15%, quarterly dividend distributions, and a minimum initial investment of $2,500, with related share classes including CCHEX (Class C) and CIHEX (Class I); its portfolio typically allocates approximately 98% to U.S. stocks (primarily large-cap blend style), 1.5% to cash, and minimal non-U.S. equities, with top sectors encompassing technology (around 30-35%), financial services, healthcare, and consumer cyclical. Launched on December 31, 2014, and domiciled in the United States, CAHEX operates with total net assets of approximately $697-764 million as of recent reports and remains available for sale to U.S. investors through platforms with a focus on institutional and retail clients seeking equity-hedged income solutions. In recent developments, Calamos Investments, the fund's adviser founded in 1977 and headquartered in Naperville, Illinois, launched the Calamos Aksia Hedged Strategies Fund (HEDGX) on October 1, 2025, as the third interval fund under its AC Private Markets partnership with Aksia, expanding its alternatives offerings amid a broader push into hedge fund strategies, autocallable ETFs like CAIQ, and market-neutral income products; this builds on the firm's strategic asset manager acquisitions since 2016 to enhance global long-short equity and other capabilities. The Hedged Equity Income Fund itself maintained strong performance in Q2 and Q3 2025, with its hedged equity sleeve outperforming amid volatility, quarterly income distributions continuing (e.g., $0.0131 per share in Q3 2025), and portfolio holdings led by major positions in NVIDIA, Microsoft, and Apple as of late 2025 filings showing $749 million in disclosed assets. These initiatives underscore Calamos' emphasis on risk-managed alternatives serving U.S. and global markets through offices in Naperville, New York, San Francisco, and other locations.