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Morningstar

Calamos Phineus Long/Short C CPCLX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 16.00  /  +0.50 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    2.390%
  • Expense Ratio 3.130%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.90%
  • Turnover 194%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:10 PM GMT+0

Morningstar’s Analysis CPCLX

Will CPCLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CPCLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CPCLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CPCLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Increased confidence in Calamos Phineus Long/ Short C's prospects relative to its Morningstar Category peers leads to an upgrade in this strategy's Morningstar Medalist Rating to Silver from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CPCLX

More CPCLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 1.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Cash and Equivalents

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Technology