CALAMOS STRATEGIC TOTAL RETURN FUND (CSQ) Financial Ratio Screen
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MSCI new-inclusion financial-ratio snapshot
CSQ financial screening at a glance
Calculation date: 2026-08-31. Financial period used: October 2025. The ratios are automated proxies inspired by published methodologies; they are not official index determinations.
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Business activity evidence
Business exclusion flag
The supplied classification (Asset Management) matches a prohibited-activity category.
Revenue segments: Not yet checked against an SEC annual filing.
Profile description reviewed: 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.
Sources to verify: Secondary company profile and classification · Issuer website · SEC issuer filings
A sector label or company description can flag a risk but cannot establish a compliant-revenue percentage. Only sourced segment disclosures may support that calculation.
Published-ratio reproductions (not certifications)
The table shows implemented MSCI and FTSE/Yasaar-style asset-based models plus a provisional S&P-style leverage reconstruction where a complete 36-month denominator exists. These are independent calculations, not official index results or Shariah determinations. See formulas, sources and limitations.
Based on financial data from October 2025
| Standard | Debt Ratio | Cash Ratio | Receivables | Income | Status |
|---|---|---|---|---|---|
| MSCI | Excluded — Asset Management | BUSINESS EXCLUSION FLAG* | |||
| FTSE | Excluded — Asset Management | BUSINESS EXCLUSION FLAG* | |||
Financial Highlights
Profitability
| Gross Margin | 100.0% | |
| Operating Margin | 38.6% | |
| Net Margin | 1347.8% | |
| Return on Equity (ROE) | 34.7% | |
| Return on Assets (ROA) | 0.4% |
Cash Flow & Balance Sheet
| Operating Cash Flow | $71M |
| Free Cash Flow | $71M |
| Total Debt | $1.1B |
| Debt-to-Equity | 40.5 |
| Current Ratio | 10.0 |
| Total Assets | $4.8B |
Price & Trading
| Last Close | $20.97 |
| 50-Day MA | $20.53 |
| 200-Day MA | $19.47 |
| Avg Volume | 199K |
|
52-Week Range
$16.41
| |
Financial data provenance and verification
The displayed fields were imported from yfinance on 2026-08-30 for the financial period October 2025. This is a secondary data feed and can differ from amended or newly filed statements.
- Issuer website — use its investor-relations filings to verify the figures.
- SEC EDGAR filing search — primary filing source for US issuers.
- Field mapping, formulas and limitations.
Verification rule: check debt, cash, receivables, revenue and interest income against the latest primary filing before relying on an automated ratio.
About CALAMOS STRATEGIC TOTAL RETURN FUND (CSQ)
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.
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Frequently Asked Questions
Is CALAMOS STRATEGIC TOTAL RETURN FUND (CSQ) halal to invest in?
The current automated result is Financial criteria not met or an activity exclusion was detected. It uses available public financial fields and simplified methodology proxies. It is not a fatwa or an official determination by AAOIFI, DJIM, MSCI, S&P, or FTSE.
What is CALAMOS STRATEGIC TOTAL RETURN FUND's debt ratio?
CALAMOS STRATEGIC TOTAL RETURN FUND's debt ratio is not available in the MSCI new-inclusion reproduction: total debt divided by total assets, against a 30% threshold. See the methodology page for the official source and limitations.
What are CALAMOS STRATEGIC TOTAL RETURN FUND's key financial metrics?
CALAMOS STRATEGIC TOTAL RETURN FUND has a market capitalization of USD 3361M in its listing currency, trailing P/E ratio of 3.2, and revenue of $724M. The company maintains a gross margin of 100.0% and a net margin of 1347.8%. Return on equity stands at 34.7%.
How often is the screening data updated?
Calculation date: 2026-08-31. Financial period: October 2025. These dates are shown separately because regenerating this page does not refresh the underlying data.
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.