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Calamos Convertible Opportunities and Income Fund

CHIFinancial ServicesNASDAQ

Asset Management · Last scanned May 29, 2026

PriceMA150MA200
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Indicator snapshot
MA150+15.26%
$11.01

Price above medium-term moving average.

MA200+18.16%
$10.74

Above long-term trend line.

RSI-14neutral
59.6

Balanced. Not overbought, not oversold.

MACDpositive
+0.0192

Histogram positive — upward momentum.

Financials · Annual
Revenue
$173.2M
+5.2% YoY
Net Income
$172.6M
+5.2% YoY
Free Cash Flow
-$10.3M

Scan Results

Daily timeframe

1 of 4 indicators bullish as of May 28

DateIndicatorDetails
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About Calamos Convertible Opportunities and Income Fund

Calamos Convertible Opportunities and Income Fund is a closed ended fixed income mutual fund launched by Calamos Investments LLC. The $1.02B market capitalization puts CHI squarely in small-cap range for its industry. It is managed by Calamos Advisors LLC.

Key stats
Market Cap$1.02B
P/E (TTM)5.79
EPS$2.19
Beta1.12
52W Change+25.8%
Dividend Yield8.98%
ROE21.0%
Analysis

Calamos Convertible Opportunities and Income Fund carries $433.9M in total debt, a figure that investors should evaluate relative to the company's earnings power. The company is burning cash, with free cash flow at -$10.3M. This typically occurs when a company is investing aggressively in growth, but sustained cash burn can strain the balance sheet. ROE of 21.0% points to strong capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. ROA of 0.5% is on the lower side, which is common in asset-heavy industries. Revenue has grown from -$297.3M (2022) to $173.2M (2025), reflecting a 158% increase over the period.

Negative free cash flow means the company is currently spending more than it generates, which may require future fundraising or debt if the trend continues. These risk factors are not exhaustive — macroeconomic shifts, regulatory changes, and competitive dynamics can all influence Calamos Convertible Opportunities and Income Fund's trajectory.

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