Is CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) Halal?

NASDAQ Financial Services United States $840M
✗ NOT HALAL
Confidence: 95/100
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) is Not Halal under AAOIFI Standard 21 due to its classification in the Asset Management industry, which is excluded under Shariah screening. Companies operating in prohibited sectors such as conventional banking, insurance, alcohol, tobacco, and gambling are automatically excluded regardless of their financial ratios.

Shariah Screening — 5 Standards

Based on financial data from October 2025

Standard Debt Ratio Cash Ratio Receivables Income Status
AAOIFI Excluded — Asset Management ✗ NOT HALAL
DJIM Excluded — Asset Management ✗ NOT HALAL
MSCI Excluded — Asset Management ✗ NOT HALAL
S&P Excluded — Asset Management ✗ NOT HALAL
FTSE Excluded — Asset Management ✗ NOT HALAL

Financial Highlights

P/E Ratio
4.8
EPS
$2.19
Dividend Yield
1080.0%
Payout: 52.0%
P/B Ratio
0.9
Revenue
$173M
Growth: -30.2%
Beta
1.1
Average volatility
Current Ratio
5.2

Profitability

Gross Margin 100.0%
Operating Margin 37.3%
Net Margin 847.6%
Return on Equity (ROE) 21.0%
Return on Assets (ROA) 0.5%

Cash Flow & Balance Sheet

Operating Cash Flow$67M
Free Cash Flow$67M
Total Debt$302M
Debt-to-Equity49.0
Current Ratio5.2
Total Assets$1.3B

Price & Trading

Last Close$10.95
50-Day MA$11.30
200-Day MA$10.83
Avg Volume194K
Beta1.1
52-Week Range
$8.41
$11.75

About CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI)

CEO
Mr. John Peter Calamos Sr.
Sector
Financial Services
Industry
Asset Management
Country
United States
Exchange
NASDAQ
Market Cap
$840M
Currency
USD

Calamos Convertible Opportunities and 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 with a focus on such factors as financial soundness, ability to make interest and dividend payments, earnings and cash-flow forecast, and quality of management to create its portfolio. Calamos Convertible Opportunities and Income Fund was formed on April 17, 2002 and is domiciled in the United States.

Related Halal Stocks in Financial Services

Frequently Asked Questions

Is CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) halal to invest in?

Based on our screening using AAOIFI Standard 21 (the strictest methodology), CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND is Not Halal. The company fails one or more screening criteria. We screen against all 5 major standards: AAOIFI, DJIM, MSCI, S&P, and FTSE.

What is CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND's debt ratio?

CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND's debt ratio is not available under the AAOIFI standard (which uses market capitalization as the denominator). The AAOIFI threshold is 30%.

What are CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND's key financial metrics?

CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND has a market capitalization of $840M, trailing P/E ratio of 4.8, and revenue of $173M. The company maintains a gross margin of 100.0% and a net margin of 847.6%. Return on equity stands at 21.0%.

How often is the screening data updated?

Our screening data is updated regularly using the latest available financial statements and market data. Stock prices and market caps are refreshed frequently, while financial statements are updated quarterly when companies report earnings.

Disclaimer: HalalStockGuide.com provides Shariah compliance screening for educational and informational purposes only. This is not a fatwa, financial advice, or a recommendation to buy or sell any security. Screening results are based on publicly available financial data and established methodologies. Always consult a qualified Islamic scholar and a licensed financial advisor before making investment decisions.