CALAMOS Mutual Fund Buy Hold or Sell Recommendation

CVAAX
 Fund
  

USD 16.13  0.10  0.62%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding CALAMOS OPPORTUNISTIC VALUE is 'Hold'. Macroaxis provides CALAMOS OPPORTUNISTIC buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CVAAX positions. The advice algorithm takes into account all of CALAMOS OPPORTUNISTIC's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from CALAMOS OPPORTUNISTIC's buy-and-hold perspective. Continue to CALAMOS OPPORTUNISTIC Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as CALAMOS and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards CALAMOS OPPORTUNISTIC VALUE.

Execute CALAMOS OPPORTUNISTIC Buy or Sell Advice

The CALAMOS recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on CALAMOS OPPORTUNISTIC VALUE. Macroaxis does not own or have any residual interests in CALAMOS OPPORTUNISTIC VALUE or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute CALAMOS OPPORTUNISTIC's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell CALAMOS OPPORTUNISTICBuy CALAMOS OPPORTUNISTIC
Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon CALAMOS OPPORTUNISTIC VALUE has a Risk Adjusted Performance of 0.0033, Jensen Alpha of (0.07), Total Risk Alpha of (0.07), Sortino Ratio of (0.046023) and Treynor Ratio of (0.006933)
Our trade advice tool can cross-verify current analyst consensus on CALAMOS OPPORTUNISTIC and to analyze the fund potential to grow in the future. Please makes use of CALAMOS OPPORTUNISTIC total asset and net asset to make buy, hold, or sell decision on CALAMOS OPPORTUNISTIC.

CALAMOS OPPORTUNISTIC Trading Alerts and Improvement Suggestions

CALAMOS OPPORTUNISTIC generated a negative expected return over the last 90 days
CALAMOS OPPORTUNISTIC is unlikely to experience financial distress in the next 2 years
The fund holds about 5.24% of its assets under management (AUM) in cash

CALAMOS OPPORTUNISTIC Returns Distribution Density

The distribution of CALAMOS OPPORTUNISTIC's historical returns is an attempt to chart the uncertainty of CALAMOS OPPORTUNISTIC's future price movements. The chart of the probability distribution of CALAMOS OPPORTUNISTIC stock daily returns describes the distribution of returns around its average expected value. We use CALAMOS OPPORTUNISTIC VALUE price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of CALAMOS OPPORTUNISTIC returns is essential to provide solid investment advice for CALAMOS OPPORTUNISTIC.
Mean Return0.002867Value At Risk-2.11
Potential Upside2.65Standard Deviation1.58
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of CALAMOS OPPORTUNISTIC historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

CALAMOS OPPORTUNISTIC Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to CALAMOS OPPORTUNISTIC or Calamos sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that CALAMOS OPPORTUNISTIC's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a CALAMOS fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.07
β
Beta against NYSE Composite1.03
σ
Overall volatility
1.60
Ir
Information ratio -0.04

CALAMOS OPPORTUNISTIC Volatility Alert

CALAMOS OPPORTUNISTIC VALUE has relatively low volatility with skewness of 0.52 and kurtosis of 1.0. However, we advise all investors to independently investigate CALAMOS OPPORTUNISTIC VALUE to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure CALAMOS OPPORTUNISTIC's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact CALAMOS OPPORTUNISTIC's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

CALAMOS OPPORTUNISTIC Fundamentals Vs Peers

Comparing CALAMOS OPPORTUNISTIC's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze CALAMOS OPPORTUNISTIC's direct or indirect competition across all of the common fundamentals between CALAMOS OPPORTUNISTIC and the related equities. This way, we can detect undervalued stocks with similar characteristics as CALAMOS OPPORTUNISTIC or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of CALAMOS OPPORTUNISTIC's fundamental indicators could also be used in its relative valuation, which is a method of valuing CALAMOS OPPORTUNISTIC by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare CALAMOS OPPORTUNISTIC to competition
FundamentalsCALAMOS OPPORTUNISTICPeer Average
Price to Earning16.69 X6.53 X
Price to Book1.73 X0.74 X
Price to Sales1.45 X0.61 X
One Year Return9.39 %4.15 %
Three Year Return7.25 %3.60 %
Five Year Return6.13 %3.24 %
Ten Year Return8.10 %1.79 %
Net Asset40.37 M4.11 B
Cash Position Weight5.24 %10.61 %
Equity Positions Weight94.76 %63.90 %

About CALAMOS OPPORTUNISTIC Buy or Sell Advice

When is the right time to buy or sell CALAMOS OPPORTUNISTIC VALUE? Buying financial instruments such as CALAMOS Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having CALAMOS OPPORTUNISTIC in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Technology
Technology Theme
Companies that are involved in development or distribution of technologically based goods and services such as software, IT or electronics. The Technology theme has 30 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Technology Theme or any other thematic opportunities.
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Continue to CALAMOS OPPORTUNISTIC Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

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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 CALAMOS OPPORTUNISTIC value 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.