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    Calamos Opportunistic Value C (CVACX)

    10.10 Up 0.22(2.23%) Feb 12
    Prev Close:9.88
    YTD Return*:-5.50%
    Net Assets*:55.33M
    Yield*:0.43%

    * As of 31-Jan-16

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

    Headlines

    • No Headlines available for CVACX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    XOM3.34N/A
    WFC2.99N/A
    JPM2.74N/A
    GE2.72N/A
    PFE2.56N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:55.33M
    Category:Large Value
    Annual Report Expense Ratio (net):1.90%

    Performance & Risk

    YTD Return:-5.50%
    5y Avg Return:4.33%
    Rank in Category (ytd):51
    % Rank in Category (ytd):3.44%
    Beta (3y):0.93
    Morningstar Risk Rating:2

    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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