CHIETF / FundCALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND
Verdicts genuinely change. Free email alert the moment CHI's does — no target price to set, unlike a price alert.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND
602 holdings · as of 2026-07-31 (3.4 months ago) The fund may have traded since. SEC Form N-PORT is filed quarterly and lags the period it covers, so these are the most recent holdings on file, not the fund’s holdings today.
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 141% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 53.40% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 52% turns out to be. Matching more holdings can only raise this share, never lower it.
602 holdings, 220 matched (63% of weight). Portfolio as of 2026-07-31, filed 2026-09-29. Source: SEC Form N-PORT.
2.72% of this portfolio’s income is non-permissible — weighted across holdings, computed over 56% of portfolio weight (201 of 602 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
All holdings (602) · showing 501–602
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| GRAPHIC PACKAGING INTERN | UNSCREENED | 0.04% | no in-house ratios for this holding |
| GM GENERAL MOTORS CO | NON_COMPLIANT | 0.04% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.04% | no in-house ratios for this holding |
| EW SCRIPPS CO | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ZI TECH LLC/ZI FIN CORP | UNSCREENED | 0.04% | no in-house ratios for this holding |
| STONEPEAK MOTION FINCO LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| GPI GROUP 1 AUTOMOTIVE INC | NON_COMPLIANT | 0.04% | AAOIFI107.4% Usmani35.1% Dow Jones Islamic73.5% S&P Shariah78.9% MSCI Islamic35.1% MSCI Islamic M-Series78.9% FTSE Shariah32.8% |
| TIME WARNER CABLE LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| TRANSDIGM INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| BBD-A.TO BOMBARDIER INC | COMPLIANT | 0.04% | AAOIFI23.1% Usmani38.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic38.0% MSCI Islamic M-Seriesfail FTSE Shariah38.0% |
| BUCKEYE PARTNERS LP | UNSCREENED | 0.04% | no in-house ratios for this holding |
| DIRECTV FINANCING LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| BELL CANADA | UNSCREENED | 0.04% | no in-house ratios for this holding |
| DISH DBS CORP | UNSCREENED | 0.04% | no in-house ratios for this holding |
| WILLIAMS SCOTSMAN INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| DIRECTV FIN LLC/COINC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| VZ VERIZON COMMUNICATIONS | NON_COMPLIANT | 0.04% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| CHARLOTTE BUYER INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| GTN GRAY MEDIA INC | NON_COMPLIANT | 0.04% | AAOIFI1180.6% Usmani56.4% Dow Jones Islamic1327.9% S&P Shariah1203.9% MSCI Islamic56.4% MSCI Islamic M-Series1203.9% FTSE Shariah55.6% |
| ENSTAR GROUP LTD | UNSCREENED | 0.04% | no in-house ratios for this holding |
| RR DONNELLEY & SONS CO | UNSCREENED | 0.04% | no in-house ratios for this holding |
| PPL CAPITAL FUNDING INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| FICO FAIR ISAAC CORP | COMPLIANT | 0.04% | AAOIFI27.8% Usmani274.8% Dow Jones Islamic14.4% S&P Shariah15.5% MSCI Islamic274.8% MSCI Islamic M-Series15.5% FTSE Shariah274.0% |
| ROGERS COMMUNICATIONS IN | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Audacy Capital Corp | UNSCREENED | 0.03% | no in-house ratios for this holding |
| DIRECTV FINANCING LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| DISCOVERY HOLDINGS INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| KSS KOHL'S CORPORATION | NON_COMPLIANT | 0.03% | AAOIFI183.9% Usmani44.5% Dow Jones Islamic249.6% S&P Shariah219.6% MSCI Islamic30.1% MSCI Islamic M-Series219.6% FTSE Shariah9.9% |
| BBD-A.TO BOMBARDIER INC | COMPLIANT | 0.03% | AAOIFI23.1% Usmani38.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic38.0% MSCI Islamic M-Seriesfail FTSE Shariah38.0% |
| MPH ACQUISITION HOLDINGS | UNSCREENED | 0.03% | no in-house ratios for this holding |
| WHIRLPOOL CORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| WHIRLPOOL CORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Cheniere Energy Partners LP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| VIKING CRUISES LTD | UNSCREENED | 0.03% | no in-house ratios for this holding |
| VST VISTRA CORP | NON_COMPLIANT | 0.03% | AAOIFI39.4% Usmani46.0% Dow Jones Islamic36.7% S&P Shariah46.3% MSCI Islamic46.0% MSCI Islamic M-Series46.3% FTSE Shariah46.0% |
| OAK-EAGLE ACQUIRECO INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| AAP ADVANCE AUTO PARTS | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| BBD-A.TO BOMBARDIER INC | COMPLIANT | 0.03% | AAOIFI23.1% Usmani38.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic38.0% MSCI Islamic M-Seriesfail FTSE Shariah38.0% |
| LEVEL 3 FINANCING INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| VENTURE GLOBAL PLAQUE | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CHARLOTTE BUYER INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| TRANSCANADA PIPELINES | UNSCREENED | 0.02% | no in-house ratios for this holding |
| STONEX ESCROW ISSUER LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| TRANSDIGM INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SYNERGY INFRASTRUCTURE H | UNSCREENED | 0.02% | no in-house ratios for this holding |
| COLUMBUS MCKINNON CORP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| D DOMINION ENERGY INC | NON_COMPLIANT | 0.02% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.02% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.02% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| FIRST CITIZENS BANCSHARE | UNSCREENED | 0.02% | no in-house ratios for this holding |
| XYZ BLOCK INC | NON_COMPLIANT | 0.02% | AAOIFI12.2% Usmani15.3% Dow Jones Islamic14.3% S&P Shariah14.7% MSCI Islamic15.3% MSCI Islamic M-Series14.7% FTSE Shariah14.6% |
| STANDARD BUILDING SOLUTI | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PRESTIGE BRANDS INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| QVC INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| EHC ENCOMPASS HEALTH CORP | COMPLIANT | 0.02% | AAOIFI23.9% Usmani38.1% Dow Jones Islamic26.5% S&P Shariah29.4% MSCI Islamic38.1% MSCI Islamic M-Series29.4% FTSE Shariah35.3% |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| WR GRACE HOLDING LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CLARITEV CORP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| TWLO TWILIO INC | COMPLIANT | 0.02% | AAOIFI3.1% Usmani9.8% Dow Jones Islamic5.4% S&P Shariah6.4% MSCI Islamic9.8% MSCI Islamic M-Series6.4% FTSE Shariah9.2% |
| OTEX OPEN TEXT INC | NON_COMPLIANT | 0.02% | AAOIFI74.5% Usmani45.6% Dow Jones Islamic85.6% S&P Shariah78.8% MSCI Islamic45.6% MSCI Islamic M-Series78.8% FTSE Shariah44.0% |
| IHEARTCOMMUNICATIONS INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| DISCOVERY HOLDINGS INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SEADRILL FINANCE LTD | UNSCREENED | 0.02% | no in-house ratios for this holding |
| MERC MERCER INTL INC | NON_COMPLIANT | 0.02% | AAOIFI5491.3% Usmani75.9% Dow Jones Islamic620.7% S&P Shariah422.7% MSCI Islamic75.2% MSCI Islamic M-Series422.7% FTSE Shariah74.9% |
| LOCKTON INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| EMBC EMBECTA CORP | NON_COMPLIANT | 0.02% | AAOIFI467.7% Usmani118.7% Dow Jones Islamic228.0% S&P Shariah214.9% MSCI Islamic116.2% MSCI Islamic M-Series214.9% FTSE Shariah115.0% |
| TMUS T-MOBILE USA INC | NON_COMPLIANT | 0.02% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| GUITAR CENTER 3L NOTES | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CSC HOLDINGS LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| DELTA AIR LINES/SKYMILES | UNSCREENED | 0.02% | no in-house ratios for this holding |
| UNITED AIR 2019-2 B PTT | UNSCREENED | 0.02% | no in-house ratios for this holding |
| TELEPHONE & DATA SYS | UNSCREENED | 0.02% | no in-house ratios for this holding |
| TELEPHONE & DATA SYS | UNSCREENED | 0.02% | no in-house ratios for this holding |
| COREWEAVE FINANCING DDTL V LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| SCRIPPS ESCROW II INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| JETBLUE 2019-1 CLASS B | UNSCREENED | 0.01% | no in-house ratios for this holding |
| TMUS T-MOBILE USA INC | NON_COMPLIANT | 0.01% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| BATH & BODY WORKS INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CHS/COMMUNITY HEALTH SYS | UNSCREENED | 0.01% | no in-house ratios for this holding |
| MPH Acquisition Holdings LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| PIONEER OPCO LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| PRESTIGE BRANDS INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Ardagh Holdings SA | UNSCREENED | 0.01% | no in-house ratios for this holding |
| ACProducts, Inc. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| LIBERTY INTERACTIVE LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| AUDACY INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Trinseo Materials Operating SCA | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Audacy Capital Corp | UNSCREENED | 0.00% | no in-house ratios for this holding |
| TMUS T-MOBILE USA INC | NON_COMPLIANT | 0.00% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| OPTU Optimum Communications Inc | NON_COMPLIANT | 0.00% | AAOIFI6687.5% Usmani95.4% Dow Jones Islamic2877.8% S&P Shariah2717.5% MSCI Islamic95.4% MSCI Islamic M-Series2717.5% FTSE Shariah94.6% |
| EP Energy Corp | UNSCREENED | 0.00% | no in-house ratios for this holding |
| TRINSEO LUX/TRINSEO NA | UNSCREENED | 0.00% | no in-house ratios for this holding |
| RITE AID EQUITY | UNSCREENED | 0.00% | no in-house ratios for this holding |
| SAKS GLOBAL ENTERPRS LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| SAKS GLOBAL ENTERPRS LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Cumulus Media Inc | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Mcdermott International Ltd | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Mcdermott International Ltd | UNSCREENED | 0.00% | no in-house ratios for this holding |
| AUDACY CAPITAL | UNSCREENED | 0.00% | no in-house ratios for this holding |
| RITE AID NOTE HOLDER TRUST | UNSCREENED | 0.00% | no in-house ratios for this holding |
| AUDACY CAPITAL | UNSCREENED | 0.00% | no in-house ratios for this holding |
| B&G Foods, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 17 points of portfolio weight — 32.8% of it passes AAOIFI, 16.0% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 32.8% ratios fail on 40.8% 67.8% not rated under AAOIFI
ratios pass on 22.0% ratios fail on 45.5% 73.9% not rated under Usmani
ratios pass on 28.9% ratios fail on 43.9% 68.5% not rated under Dow Jones Islamic
ratios pass on 30.5% ratios fail on 43.1% 67.8% not rated under S&P Shariah
ratios pass on 16.0% ratios fail on 46.9% 78.5% not rated under MSCI Islamic
ratios pass on 27.7% ratios fail on 45.1% 68.5% not rated under MSCI Islamic M-Series
ratios pass on 27.7% ratios fail on 40.7% 73.0% not rated under FTSE Shariah
164 of 602 listed holdings carry our own per-methodology verdicts (89% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 155 (85% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| DLR DIGITAL REALTY TRUST LP | 2.63% |
| CNP CENTERPOINT ENERGY INC | 2.54% |
| NET CLOUDFLARE INC | 2.37% |
| BA BOEING CO/THE | 2.31% |
| IREN IREN LTD | 2.24% |
| BAC Bank of America Corp | 2.24% |
| DDOG DATADOG INC | 1.96% |
| PPL PPL CORPORATION | 1.88% |
| AKAM AKAMAI TECHNOLOGIES INC | 1.86% |
| CMS CMS ENERGY CORP | 1.54% |
Methodology breakdown computing — it will appear here on its own.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Why this signal?
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
🕌 In-house Compliance Research
Computing the full ratio and business-activity breakdown for CHI — this runs off the critical path so the page paints first. It will appear here on its own.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
Classic floor-trader pivots from the last completed daily bar. Highlighted pills are the levels bracketing the current price.
Price Forecast
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Technical Summary
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 38.50 | NEUTRAL |
| Stochastic %K (14) | 30.61 | NEUTRAL |
| CCI (20) | -96.18 | NEUTRAL |
| Williams %R (14) | -69.39 | NEUTRAL |
| MACD (12,26,9) | -0.02 | SELL |
| ROC (10) | -3.15 | SELL |
| Momentum (10) | -0.35 | SELL |
| EMA (10) | 10.84 | SELL |
| SMA (10) | 10.88 | SELL |
| EMA (20) | 11.04 | SELL |
| SMA (20) | 11.06 | SELL |
| EMA (30) | 11.21 | SELL |
| SMA (30) | 11.22 | SELL |
| EMA (50) | 11.47 | SELL |
| SMA (50) | 11.57 | SELL |
| EMA (100) | 11.71 | SELL |
| SMA (100) | 12.13 | SELL |
| EMA (200) | 11.36 | SELL |
| SMA (200) | 11.66 | SELL |
About CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND
Financial Services · Asset Management
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.
fundinvestor.calamos.com/ClosedEndFunds/CEFund.aspx?name=CHI ↗
Background via Yahoo Finance — informational, not part of the verdict.
Weak — low conviction, small size or skip
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
| Timeframe | Bias | Bars |
|---|---|---|
| 📅 Daily | BEARISH | 42 |
| ⏰ 4H | BEARISH | 26 |
| 🕐 1H | BULLISH | 98 |
| ⏱ 15-Min | BULLISH | 130 |
| ⏲ 5-Min | BULLISH | 234 |
Momentum & Volume
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
Peer Movement
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
What does unrated weight mean?
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
Does the issuer's board make it compliant?
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
How often is this re-screened?
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Compare with
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Insider Activity (90d)
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
CLUSTER BUY 5 buys · 0 sells
COT Positioning — E-MINI S&P 500 - CHICAGO MERCANTILE EXCHANGE
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-11-03 · Asset managers net 928584 (+5135)
AI Summary
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.