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CVFCX

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Analysis and statistics

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About

CVFCX.US is the ticker symbol for the Calamos Phineus & Hamilton Small Cap Value Fund Class C shares. This fund seeks long-term capital appreciation by investing primarily in a diversified portfolio of small-cap companies that the investment advisor believes are undervalued. Class C shares typically have a front-end sales charge or a deferred sales charge and higher ongoing expenses compared to other share classes of the same fund. Investors should carefully review the fund's prospectus for complete information, including risks, fees, and expenses, before investing.
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Factors

FactorName: Market Interest Rates

Explanation: Rising rates typically decrease bond values, and CVFCX’s Net Asset Value (NAV) declines. Conversely, falling rates tend to increase NAV. FactorName: Credit Quality of Holdings

Explanation: Downgrades in credit ratings of bonds held by CVFCX can lower the fund's value, while upgrades can increase it. FactorName: Fund Management Expertise

Explanation: Skilled fund managers can enhance returns through strategic asset allocation and security selection, positively affecting the fund's price.

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