Calamos Convertible Opportunities and Income Fund (CHI) Research

The Calamos Convertible Opportunities and Income Fund, a closed-end mutual fund dedicated to fixed-income assets, was established by Calamos Investments LLC. Its day-to-day management is handled by Calamos Advisors LLC. The fund's investment mandate centers on the fixed income markets within the United States, where it strategically diversifies its holdings across convertible securities and high-yield corporate bonds. These debt instruments typically carry credit ratings of Ba or lower by Moody's or BB or lower by Standard & Poor's. Its portfolio construction relies on a sophisticated blend of fundamental and quantitative analysis. This analytical approach deeply examines factors such as financial robustness, the issuer's capacity to meet interest and dividend obligations, projected earnings and cash flow, and the competence of its management. Formed on April 17, 2002, the fund is legally domiciled in the U.S.

Market snapshot

Symbol
CHI
Price
$13.23
Day change
+2.08%
Market cap
$1.1B
P/E ratio
6.03x
52-week range
10.04-13.24
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • AllianceBernstein Global High Income Fund (AWF)
  • Calamos Dynamic Convertible and Income Fund (CCD)
  • Calamos Convertible and High Income Fund (CHY)
  • Eaton Vance Enhanced Equity Income Fund (EOI)
  • John Hancock Tax-Advantaged Dividend Income Fund (HTD)
  • Empower Aggressive Profile Fund (MXAPX)
  • Nuveen Flexible Income Fund (NQWFX)
  • Nuveen New York AMT-Free Quality Municipal Income Fund (NRK)

Recent insider activity

  • Koudounis John S. — trade (0 shares) on 2025-09-01
  • PHLEGAR JEFFREY S — trade (0 shares) on 2025-09-01
  • Armstrong Hugh — trade (0 shares) on 2025-09-01
  • Mickey Mark — S-Sale (1000 shares) on 2025-08-11
  • Mickey Mark — S-Sale (2000 shares) on 2025-08-11

Open Calamos Convertible Opportunities and Income Fund (CHI) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.