#United States #Nasdaq-100 #Calamos ETFs #Structured Protection #Metro Chicago

Calamos Launches New Structured Protection ETFs

Calamos Investments has recently made waves in the investment world with the launch of two new structured protection ETFs: the Calamos S&P 500® Structured Alt Protection ETF® (CPSU) and the Calamos Nasdaq-100® Structured Alt Protection ETF® (CPNJ). These innovative financial products aim to provide investors with significant upside potential while ensuring complete downside protection, which is a game-changer in the current market environment.

Overview of New ETFs

The CPSU, scheduled for launch on June 2, 2025, features an attractive upside cap rate of 7.33% over a one-year outcome period, set to run from June 2, 2025, to May 29, 2026. Meanwhile, the CPNJ, which completes its first annual outcome period on May 30, 2025, will reset its cap rate at 7.65% for the upcoming period, maintaining the same timeline as the CPSU.

Both ETFs offer a unique financial structure that combines Calamos' years of experience in alternatives, risk management, and options investing. This extension of their product lineup aims to provide investors with reliable and tax-efficient investment strategies to navigate the economic landscape safely.

What Sets These ETFs Apart?

Each of these structured protection ETFs offers 100% downside protection if held throughout the designated one-year outcome period. This protection is particularly appealing for investors who are cautious about market volatility, as it allows them to participate in potential gains while safeguarding their capital.

• - CPSU in Detail: The CPSU tracks the price return of the SPDR® SP 500® ETF Trust (SPY). With a low annual expense ratio of 0.69%, it showcases a strong performance benchmark including both the SP 500® Index and the MerQube Capital Protected US Large Cap Index – June.

• - CPNJ Features: On the other hand, the CPNJ will reference the price return of the Invesco QQQ Trust, Series 1, thereby giving it a tech-heavy profile based on the Nasdaq-100® Index. Its features mirror those of the CPSU, including the same annual expense ratio.

Risk and Tax Implications

Investors need to understand that while these structured protection ETFs provide downside protection, investing always comes with inherent risks. Calamos emphasizes the importance of being aware of factors such as market volatility, as losses are still possible if the investments are managed incorrectly or if the ETFs do not align with the investor's financial goals.

Moreover, any gains within these ETFs grow tax-deferred, meaning that investors can benefit from a more favorable long-term capital gains tax rate if held for over a year. This makes them particularly appealing for tax-conscious investors looking for secure growth opportunities.

Management Team Insights

Under the stewardship of Co-CIO Eli Pars and the dedicated alternatives team, Calamos aims to offer a seamless investment experience with these structured protection ETFs. Their combined years of expertise in navigating market uncertainties are designed to attract both new and seasoned investors seeking innovative options in their portfolios.

Conclusion

As market conditions continue to evolve, the launch of the Calamos Structured Protection ETFs represents a promising development for investors looking to maintain security while still having the potential for returns. With robust upside caps and a strong foundation in risk management, these ETFs stand out as a stable investment avenue in a climate marked by unpredictability. Investors intrigued by these offerings can learn more and stay informed about updates and changes across the funds by visiting the Calamos website or connecting through their social media platforms.

With over $40 billion inAssets Under Management (AUM) and comprehensive expertise in various investment strategies, Calamos Investments is positioning itself as a leader in providing assets that not only shield against decline but also promise growth in the right circumstances.