Calamos Opportunistic Value Fund

Scorecard
2 / 5 Stars
Lipper
1 1 4 3 2
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 20.13 percent over the past year, 11.92 percent over the past three years, 13.22 percent over the past five years, and 5.80 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.1%
1 Year 20.1%
3 Years (Annualized) 11.9%
5 Years (Annualized) 13.2%
10 Years (Annualized) 5.8%

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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.

Fees

Fees are Low compared to funds in the same category.
Calamos Opportunistic Value Fund has an expense ratio of 0.90 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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Large Value Funds

Highest Returns (10-year)

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