Is CALAMOS STRATEGIC TOTAL RETURN FUND (CSQ) Halal?

NASDAQ Financial Services United States $2.7B
✗ NOT HALAL
Confidence: 95/100
CALAMOS STRATEGIC TOTAL RETURN FUND (CSQ) 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
3.7
EPS
$4.51
Dividend Yield
880.0%
Payout: 27.3%
P/B Ratio
0.8
Revenue
$724M
Growth: -2.2%
Beta
1.3
High volatility
Current Ratio
3.6

Profitability

Gross Margin 100.0%
Operating Margin 41.7%
Net Margin 903.4%
Return on Equity (ROE) 23.5%
Return on Assets (ROA) 0.5%

Cash Flow & Balance Sheet

Operating Cash Flow$71M
Free Cash Flow$71M
Total Debt$1.1B
Debt-to-Equity41.1
Current Ratio3.6
Total Assets$4.8B

Price & Trading

Last Close$17.18
50-Day MA$18.69
200-Day MA$18.74
Avg Volume268K
Beta1.3
52-Week Range
$13.11
$19.83

About CALAMOS STRATEGIC TOTAL RETURN FUND (CSQ)

CEO
Mr. John Peter Calamos Sr.
Sector
Financial Services
Industry
Asset Management
Country
United States
Exchange
NASDAQ
Market Cap
$2.7B
Currency
USD

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?

Based on our screening using AAOIFI Standard 21 (the strictest methodology), CALAMOS STRATEGIC TOTAL RETURN 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 STRATEGIC TOTAL RETURN FUND's debt ratio?

CALAMOS STRATEGIC TOTAL RETURN 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 STRATEGIC TOTAL RETURN FUND's key financial metrics?

CALAMOS STRATEGIC TOTAL RETURN FUND has a market capitalization of $2.7B, trailing P/E ratio of 3.7, and revenue of $724M. The company maintains a gross margin of 100.0% and a net margin of 903.4%. Return on equity stands at 23.5%.

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.