2 / 5 Stars
1 1 4 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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.
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%|
|3 Years (Annualized)||11.9%|
|5 Years (Annualized)||13.2%|
|10 Years (Annualized)||5.8%|
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 are Low compared to funds in the same category.
Calamos Opportunistic Value Fund has an expense ratio of 0.90 percent.
Risk is Average compared to funds in the same category according to Morningstar.