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Fund Intelligence | Best Managers | CVABX Insights | CVABX Score | CVABX Performance | CVABX Manager | CVABX News | CVABX Allocation | CVABX Holdings Change

Mutual Fund Insights: Calamos Value B Fund (CVABX)

In-depth Analysis of Calamos Value B Fund (CVABX)

Mutual fund chart: Calamos Value B Fund (CVABX)

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See Calamos Value B Fund (CVABX) performance details as of January 31, 2010

  

    Last Trade: $10.60 on 3/15/2010, Change: 0.00 (0%)
Experiment our closing price forecasting tool for Calamos Value B Fund (CVABX) (alpha release)

  

Fund Manager - John P. Calamos, Sr.

Fund Manager Tenure: 8.2 years   [Similar Funds: CVAAX  CVACX  CVAIX  CVARX ]
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
John P. Calamos is the founder of CALAMOS ASSET MANAGEMENT, INC., the 16th largest money manager in Chicagoland. The firm offers institutional and individual investors a breadth of strategies through both individually managed portfolios and mutual funds. Mr. Calamos? investment career spans 30 years. Known as a pioneer in risk management, he is the author of two books.  Get more insights on John P. Calamos, Sr.

  

What we like about Calamos Value B Fund (CVABX) What we like about Calamos Value B Fund (CVABX)

Data for Calamos Value B Fund (CVABX) as of January 31, 2010

  • Calamos Value B Fund (CVABX) management has been with Calamos Value B Fund for 8.2 years
  • Calamos Value B Fund (CVABX) has good short-term performance (1-year return 39.89% vs 34.15% Large Blend category average)
  • Calamos Value B Fund (CVABX) has good mid-term performance (3-year return -6.82% vs -7.17% Large Blend category average)
  • Calamos Value B Fund (CVABX) ratio of up-years vs down years is greater than 2
  • Calamos Value B Fund (CVABX) has an annual stock turnover rate of 58.70% vs Large Blend average of 80.36%. It is good that Calamos Value B management does not trade extensively for its return.

  

What we are cautious about Calamos Value B Fund (CVABX) What we are cautious about Calamos Value B Fund (CVABX)

Data for Calamos Value B Fund (CVABX) as of January 31, 2010

  • Calamos Value B Fund is a focused fund with 37.40% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Calamos Value B Fund (CVABX) has a less-than-ideal Long-term performance (5-year return 0.11% vs 0.19% Large Blend category average)
  • Calamos Value B Fund (CVABX) has a Morningstar rating of 3 and below
  • Calamos Value B Fund (CVABX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.45 that is higher than category average of 20.52
  • Calamos Value B Fund (CVABX) has a higher management fee of 2.24% than its Large Blend average of 1.10%
  • Calamos Value B Fund (CVABX) carries a 5% load
See Calamos Value B Fund (CVABX) performance details as of January 31, 2010

  

  

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Calamos Value B Fund (CVABX) Net Asset

Track net asset change of Calamos Value B fund (CVABX)

DateNet Asset
01/2010$5.11M
11/2009$5.14M
10/2009$5.31M
More historic net asset information on Calamos Value B Fund (CVABX)

  

Calamos Value B Fund (CVABX) Portfolio Allocation

Track portfolio allocation change of Calamos Value B fund (CVABX)

DateCashStockBondOther
09/20090.82%98.02%0%1.16%
07/20090.72%99.28%0%0%
06/20090%97.68%0%2.32%
Click here to see more historic asset allocation information on Calamos Value B Fund (CVABX)

  

Most Recent Top 10 Holdings in Calamos Value B Fund (CVABX)

Discover what Calamos Value B Fund (CVABX) manager is buying

30-Sep-09
eBay Inc. [4.87%]
COCA COLA CO THE [4.29%]
Cisco Systems, Inc. [3.9%]
ALCON INC [3.76%]
FRANKLIN RES INC [3.64%]
Starbucks Corporation [3.48%]
Dell Inc. [3.45%]
GEN ELECTRIC CO [2.84%]
FEDEX CORP [2.83%]
Ericsson Telephone Company [2.8%]

31-Jul-09
eBay Inc. [5.22%]
COCA COLA CO THE [4.32%]
Cisco Systems, Inc. [3.96%]
INTL GAME TECH [3.88%]
ALCON INC [3.76%]
FRANKLIN RES INC [3.48%]
Dell Inc. [3.28%]
Starbucks Corporation [3.24%]
WELLS FARGO & CO NEW [3.2%]
Ericsson Telephone Company [2.98%]

30-Jun-09
Dell Inc. [5.02%]
eBay Inc. [4.48%]
COCA COLA CO THE [4.43%]
Nokia Corporation [4.34%]
ALCON INC [3.64%]
Cisco Systems, Inc. [3.57%]
WELLS FARGO & CO NEW [3.38%]
INTL GAME TECH [3.32%]
Ericsson Telephone Company [3.17%]
FRANKLIN RES INC [3.01%]
Click here for Stock Holding Change Map in Calamos Value B Fund (CVABX)

  

Related books and products to Calamos Value B Fund (CVABX)

  

Latest News on Calamos Value B (CVABX)

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