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This is a journey into investing in Calamos ETF, CPSJ. This fund seeks to provide results before fees that will match the positive price return of the SPY 500 ETF trust, with a cap of 9.45%. Its job is also to protect you from 100% of any negative price return, once again after fees and expenses, which I will explain below.
With the second half of 2024 already underway, many investors are trying to position their portfolios ahead of potential headwinds. A recent retail investor survey from Betterment highlights how U.S. retail investors are factoring interest rates into their financial decisions.
In an uncertain economic environment, capital preservation can be paramount for investors. A recent survey from Bankrate highlights how Americans are struggling to build up emergency savings, especially in an era of higher inflation.
Small-cap investors can lock in more potential value by keeping tax alpha in consideration. Traditionally, small-cap strategies are often used to diversify a portfolio and provide more growth potential.
On Monday, July 1, Calamos Investments expanded its lineup of Structured Protection ETFs with the launch of a pair of funds. Secure Small-Cap Investing The Calamos Russell 2000 Structured Alt Protection ETF – July (CPRJ) gives investors access to small-cap equities within the Russell 2000.
Calamos Launches CPSJ with a 9.45% Initial Cap and 100% Downside Protection to S&P 500® Over One Year, Expanding Structured Protection ETF™ Series Calamos S&P 500 Structured Alt Protection ETF – July (CPSJ), offering an initial cap rate of 9.
SEC filings for CPSJ aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.