Calamos Opportunistic Value Fund

Scorecard
1 / 5 Stars
Lipper
1 1 4 2 2
Zacks Investment Research
---
Standard & Poor's
2 / 5 Stars
TheStreet.com
C- (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 3.94 0.0 3.94
Stocks 88.08 0.0 88.08
Bonds 0.0 0.0 0.0
Other 0.02 0.07 -0.05
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 8.03 0.0 8.03
Convertible 0.0 0.0 0.0
Preferred 0.0 0.0 0.0

Updated 04.30.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 04.30.2014

Ticker YTD Return % % Net Assets
Exxon Mobil Corporation XOM 1.46 3.82
Chevron Corp CVX 6.16 3.4
Procter & Gamble Co PG -1.09 3.19
Zions Bancorp ZION -1.27 3.18
Raytheon Co RTN 3.98 3.16
Intel Corp INTC 21.09 3.07
JPMorgan Chase & Co JPM 0.43 2.97
Berkshire Hathaway Inc Class B BRK.B 7.32 2.96
General Electric Co GE -4.25 2.9
Nike Inc Class B NKE -0.2 2.82

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