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.
Calamos Phineus Long/Short C CPCLX
- NAV / 1-Day Return 16.22 / +0.37 %
- Total Assets 1.1 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 0.89%
- Turnover 194%
USD | NAV as of May 14, 2024 | 1-Day Return as of May 14, 2024, 10:13 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 0.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Usd | 59.85 | 611.5 Mil | Cash and Equivalents |
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