- What does CBOX invest in?
- The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective through multiple combinations of synthetic long and short exchange-listed options positions, collectively referred to herein as a Box Spread ("Box Spread"). It is non-diversified.
- What is the expense ratio of CBOX?
- Calamos Tax-Aware Collateral ETF (CBOX) charges an expense ratio of 0.19%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is CBOX?
- Calamos Tax-Aware Collateral ETF (CBOX) manages $1.50B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is CBOX actively managed or an index fund?
- CBOX is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (CBOX's is 0.19%) in exchange for the discretion to over- or under-weight positions.
- When was CBOX launched?
- Calamos Tax-Aware Collateral ETF (CBOX) launched in April 2026 and is managed by Calamos.
- How has CBOX performed?
- CBOX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
