CSQ
Calamos Strategic Total Return Fund
Financial Services · Asset Management · NGM
$19.97
Data: 2026-05-28
✗ ETHICAL FAIL

Unknown MOAT
HIGH
Data Confidence: 85.7%
Key Metrics

How this company measures up on the fundamentals that matter

Market Cap
$3.3B
Total market value of the company
4.55
Very cheap relative to earnings
N/A
Based on estimated future earnings — lower means cheaper
Rev Growth
-2.2%
Year-over-year revenue change
Profit Margin
903.4%
How much profit the company keeps from each dollar of revenue
23.5%
Return on equity — how efficiently it uses shareholder money
Analyst Target
N/A
Recommendation
NONE
Consensus view from ? analysts covering this stock
About Calamos Strategic Total Return Fund

Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in common and preferred stocks of companies across all market capitalizations, convertible securities, and high yield corporate bonds with an average credit rating of BB as rated by S&P. The fund employs both fundamental and quantitative analysis with a combination of bottom-up and top-down security picking approaches to create its portfolio. Calamos Strategic Total Return Fund was formed on December 31, 2003 and is domiciled in the United States.

https://fundinvestor.calamos.com/ClosedEndFunds/CEFund.aspx?name=CSQ

Country: United States Industry: Asset Management
Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity
FAIL
Core business does not involve prohibited activities
Debt Ratio
0.0% N/A
Debt must be below 33% of total assets
Cash Ratio
0.0% N/A
Interest-bearing cash below 33% of assets
Receivables
0.0% N/A
Receivables below 49% of assets
Revenue Purity
0.0% N/A
Non-compliant revenue below 5% — any excess requires purification
Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

MARKUP
Price trending up with increasing momentum
1.153
Excellent risk-adjusted returns
0.0813
Suggested allocation is meaningful — the edge justifies a position
0.885
Acceptable balance between returns and drawdown risk
Annual Return
21.4%
Historical annualised return based on price data
-24.2%
Largest peak-to-trough decline — the worst it has been
BULL
Statistical model sees bullish momentum
Days in State
20
How long the current regime has persisted — longer means more stable
Market Data

Trading characteristics and market positioning

1.31
Moves slightly more than the broader market
52W High
$20.60
3% below the year high
52W Low
$16.41
22% above the year low
Avg Volume
276,450
Average daily shares traded — higher means easier to buy and sell
0.0
Days it would take all short sellers to cover — higher means more crowded
Short % Float
0.0%
Low short interest — limited bearish positioning
717.0%
Annual dividend as a percentage of the share price
$4.51
Earnings per share over the last 12 months
Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

41.08
Heavy leverage — higher financial risk if revenues decline
3.59
Strong balance sheet — comfortably covers short-term obligations
Quick Ratio
0.28
Like current ratio but excludes inventory — stricter test
Gross Margin
100.0%
Revenue left after cost of goods — higher means pricing power
Operating Margin
41.7%
Profit from core operations before interest and tax
N/A
Negative — the business is spending more than it generates
Revenue (TTM)
$80M
Total revenue over the last 12 months
Net Income
$722M
Profitable — the bottom line is positive
Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-28

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