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    Calamos Opportunistic Value B (CVABX)

    12.95 Down 0.05(0.38%) Feb 27
    Prev Close:13.00
    YTD Return*:-3.82%
    Net Assets*:83.26M
    Yield*:N/A

    * As of 31-Jan-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for CVABX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    XOM4.18-3.10
    GOOG3.720.40
    RTN3.63-3.87
    AAPL3.507.47
    JNJ3.13-3.58

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:83.26M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.90%

    Performance & Risk

    YTD Return:-3.82%
    5y Avg Return:7.89%
    Rank in Category (ytd):85
    % Rank in Category (ytd):5.12%
    Beta (3y):0.95
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital growth. The fund invests primarily in U.S. equity securities. Its portfolio may include securities of well-established companies with large market capitalizations as well as small, unseasoned companies. The fund's investment adviser generally defines a large cap company to have a market capitalization in excess of $25 billion and a mid-sized company to have a market capitalization greater than $1 billion, up to $25 billion. Generally, a small cap company is defined by the investment adviser as having a market capitalization of up to $1 billion. It may invest up to 25% of its net assets in foreign securities. View More
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