Calamos Convertible and High Income Fund
CHY scores 65.4 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.
Moderate penalties (-7.9 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.
These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.
| Stock | Score | P/E | Rev Growth | Margin | Mkt Cap |
|---|---|---|---|---|---|
| CHY | 65.4 | 5.1 | -21.9% | 132.7% | $950M |
| CME | 86.4 | 27.2 | 9.9% | 57.5% | $114.0B |
| FHB | 84.9 | 11.8 | 3.2% | 24.2% | $3.1B |
| ACT | 84.5 | 8.9 | 2.4% | 54.6% | $6.1B |
| CINF | 84.2 | 10.7 | 11.4% | 18.9% | $25.4B |
| SEIC | 82.2 | 14.0 | 10.7% | 27.3% | $9.9B |
| TROW | 79.9 | 10.1 | 3.1% | 28.5% | $20.5B |
| QQQX | 79.7 | 10.4 | 48.6% | 257.3% | $1.4B |
| IBOC | 78.2 | 10.6 | 7.5% | 40.1% | $4.2B |
| HWC | 77.8 | 12.2 | -1.5% | 24.1% | $5.6B |
| FFIN | 77.5 | 18.8 | 11.7% | 30.7% | $4.7B |
| TRMK | 77.1 | 11.9 | 34.8% | 19.3% | $2.6B |
| NMIH | 77.1 | 7.7 | 8.4% | 55.1% | $3.0B |
| EWBC | 76.7 | 12.7 | 4.6% | 28.3% | $15.3B |
| WSFS | 76.3 | 12.8 | -3.1% | 21.1% | $3.5B |
| MCHB | 76.1 | N/A | 123.7% | 23.2% | $3.1B |
| Sector Average | 47.5 | 26.8 | 13.4% | -2.8% | โ |
Calamos Convertible and High Income Fund is a closed ended fixed income mutual fund launched by Calamos Investments LLC. It is managed by Calamos Advisors LLC. The fund invests in the fixed income markets of the United States. It primarily invests in a diversified portfolio of convertible securities and high yield corporate bonds rated Ba or lower by Moody's or BB or lower by Standard & Poor's. The fund employs both fundamental and quantitative analysis to create its portfolio. Calamos Convertible and High Income Fund was formed on March 12, 2003 and is domiciled in the United States.
Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.
Stage 2 uptrend โ institutional accumulation phase. SMA50 pullbacks are the highest-probability entry points. Stop below SMA200 preserves capital if trend breaks.
| Metric | Q4 2025 | Q2 2025 | Q4 2024 | Q2 2024 |
|---|---|---|---|---|
| Revenue | $121M | $19M | $70M | $14M |
| Gross Profit | $115M | $0 | $64M | $9M |
| Operating Income | $212M | $-4M | $84M | $121M |
| Net Income | $202M | $-16M | $71M | $108M |
| EPS (Diluted) | $2.54 | $-0.20 | $0.92 | $1.41 |
| Gross Margin | 95.4% | 0.0% | 92.3% | 62.6% |
| Operating Margin | 175.9% | -20.7% | 119.9% | 857.1% |
| Net Margin | 166.9% | -80.4% | 101.6% | 766.9% |
This stock has traded in a compressed range for 3 of the last 5 years (3-year range: 35.9%). Range-bound stocks may indicate limited upside potential. A -2.3pt penalty has been applied.
| Year | Low | High | Range | Status |
|---|---|---|---|---|
| 2021 | $13.92 | $17.09 | 20.4% | Narrow |
| 2022 | $10.07 | $16.26 | 47% | Wide |
| 2023 | $9.97 | $12.93 | 25.9% | Moderate |
| 2024 | $10.77 | $12.59 | 15.6% | Narrow |
| 2025 | $8.99 | $12.27 | 30.9% | Moderate |
Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.
Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.