Calamos Opportunistic Value Fund Quote
| CVAAX Fund | USD 20.43 0.02 0.1% |
PerformanceVery Weak
| Odds Of DistressLow
|
Calamos Opportunistic is trading at 20.43 as of the 24th of March 2025; that is 0.1% up since the beginning of the trading day. The fund's open price was 20.41. Calamos Opportunistic has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
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 funds 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. More on Calamos Opportunistic Value
Moving together with Calamos Mutual Fund
| 0.88 | SROIX | Calamos Antetokounmpo | PairCorr |
| 0.88 | SROAX | Innealta Capital Sector | PairCorr |
| 0.88 | SROCX | Calamos Antetokounmpo | PairCorr |
| 0.88 | SRORX | Calamos Antetokounmpo | PairCorr |
| 1.0 | CVAIX | Calamos Opportunistic | PairCorr |
| 0.99 | CVACX | Calamos Opportunistic | PairCorr |
Moving against Calamos Mutual Fund
Calamos Mutual Fund Highlights
| Fund Concentration | Calamos Funds, Large Blend Funds, Large Blend, Calamos, Large Growth, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Calamos Opportunistic Value [CVAAX] is traded in USA and was established 24th of March 2025. Calamos Opportunistic is listed under Calamos category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Calamos family. This fund currently has accumulated 46.1 M in assets under management (AUM) with no minimum investment requirementsCalamos Opportunistic is currently producing year-to-date (YTD) return of 2.02%, while the total return for the last 3 years was 11.79%.
Check Calamos Opportunistic Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calamos Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calamos Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calamos Opportunistic Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calamos Opportunistic Value Mutual Fund Constituents
| CMCSA | Comcast Corp | Stock | Communication Services | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| AMGN | Amgen Inc | Stock | Health Care | |
| LLY | Eli Lilly and | Stock | Health Care | |
| AMAT | Applied Materials | Stock | Information Technology | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| BAC | Bank of America | Stock | Financials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
Calamos Opportunistic Risk Profiles
| Mean Deviation | 0.9465 | |||
| Standard Deviation | 1.32 | |||
| Variance | 1.75 | |||
| Risk Adjusted Performance | (0.13) |
Calamos Opportunistic Against Markets
Other Information on Investing in Calamos Mutual Fund
Calamos Opportunistic financial ratios help investors to determine whether Calamos Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calamos with respect to the benefits of owning Calamos Opportunistic security.
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