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Calamos Strategic Total Return Fund

CSQFinancial ServicesNASDAQ

Asset Management

PriceMA150MA200
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Indicator snapshot
MA150+10.63%
$18.59

Price above medium-term moving average.

MA200+11.54%
$18.44

Above long-term trend line.

RSI-14neutral
68.8

Balanced. Not overbought, not oversold.

MACDnegative
-0.0179

Histogram negative — downward momentum.

Financials · Annual
Revenue
$723.7M
-16.2% YoY
Net Income
$721.8M
-16.3% YoY

Scan Results

Daily timeframe
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About Calamos Strategic Total Return Fund

Headquartered within the financial services sector, Calamos Strategic Total Return Fund focuses on Asset Management services and products. Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The company carries a $3.30B market cap, placing it firmly in the mid-cap category. The fund is managed by Calamos Advisors LLC.

Key stats
Market Cap$3.30B
P/E (TTM)4.56
EPS$4.51
Beta1.31
52W Change+19.0%
Dividend Yield7.14%
ROE23.4%
Analysis

Calamos Strategic Total Return Fund carries $1.37B in total debt, a figure that investors should evaluate relative to the company's earnings power. ROE of 23.4% 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 -$601.2M (2022) to $723.7M (2025), reflecting a 220% increase over the period.

As with any equity investment, CSQ carries market risk, sector-specific risk, and company-specific risk that investors should evaluate in the context of their own portfolios. No single metric tells the full story. Reviewing CSQ's risk profile alongside its fundamentals and technical indicators provides a more complete picture.

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