Calamos Opportunistic Value Fund Minimum Initial Investment

CVAAX Fund  USD 20.32  0.13  0.64%   
Calamos Opportunistic Value fundamentals help investors to digest information that contributes to Calamos Opportunistic's financial success or failures. It also enables traders to predict the movement of Calamos Mutual Fund. The fundamental analysis module provides a way to measure Calamos Opportunistic's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Calamos Opportunistic mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Calamos Minimum Initial Investment Analysis

Calamos Opportunistic's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.

Minimum Initial Investment

=

First Fund Deposit

More About Minimum Initial Investment | All Equity Analysis
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Competition

Calamos Opportunistic Minimum Initial Investment Component Assessment

Based on the recorded statements, Calamos Opportunistic Value has a Minimum Initial Investment of 0.0. This indicator is about the same for the Calamos average (which is currently at 0.0) family and about the same as Large Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).

Calamos Minimum Initial Investment Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Calamos Opportunistic's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Calamos Opportunistic could also be used in its relative valuation, which is a method of valuing Calamos Opportunistic by comparing valuation metrics of similar companies.
Calamos Opportunistic is rated below average in minimum initial investment among similar funds.

Fund Asset Allocation for Calamos Opportunistic

The fund consists of 94.76% investments in stocks, with the rest of investments allocated between different money market instruments.
Asset allocation divides Calamos Opportunistic's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Calamos Fundamentals

About Calamos Opportunistic Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Calamos Opportunistic Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Calamos Opportunistic using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Calamos Opportunistic Value based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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. 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 percent of its net assets in foreign securities.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Calamos Opportunistic in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Calamos Opportunistic's short interest history, or implied volatility extrapolated from Calamos Opportunistic options trading.

Pair Trading with Calamos Opportunistic

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Calamos Opportunistic position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Calamos Opportunistic will appreciate offsetting losses from the drop in the long position's value.

Moving together with Calamos Mutual Fund

  0.97STFGX State Farm GrowthPairCorr
  1.0CVAIX Calamos OpportunisticPairCorr
  1.0CVACX Calamos OpportunisticPairCorr
  0.98CVGRX Calamos Growth FundPairCorr
The ability to find closely correlated positions to Calamos Opportunistic could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Calamos Opportunistic when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Calamos Opportunistic - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Calamos Opportunistic Value to buy it.
The correlation of Calamos Opportunistic is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Calamos Opportunistic moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calamos Opportunistic moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Calamos Opportunistic can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Check out Calamos Opportunistic Piotroski F Score and Calamos Opportunistic Altman Z Score analysis.
Note that the Calamos Opportunistic information on this page should be used as a complementary analysis to other Calamos Opportunistic's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.

Complementary Tools for Calamos Mutual Fund analysis

When running Calamos Opportunistic's price analysis, check to measure Calamos Opportunistic's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Calamos Opportunistic is operating at the current time. Most of Calamos Opportunistic's value examination focuses on studying past and present price action to predict the probability of Calamos Opportunistic's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Calamos Opportunistic's price. Additionally, you may evaluate how the addition of Calamos Opportunistic to your portfolios can decrease your overall portfolio volatility.
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
Stocks Directory
Find actively traded stocks across global markets
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Equity Valuation
Check real value of public entities based on technical and fundamental data
USA ETFs
Find actively traded Exchange Traded Funds (ETF) in USA
AI Portfolio Architect
Use AI to generate optimal portfolios and find profitable investment opportunities
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
FinTech Suite
Use AI to screen and filter profitable investment opportunities
Please note, there is a significant difference between Calamos Opportunistic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Calamos Opportunistic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Calamos Opportunistic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.