Morningstar

Calamos Phineus Long/Short Fund Class I CPLIX

Medalist Rating as of Aug 20, 2026 See Calamos Investment Hub

Will CPLIX outperform in the future?

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

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Process Pillar

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

The People Pillar is our evaluation of the CPLIX 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 CPLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An attractive long-short option.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Calamos Phineus Long/Short’s experienced leaders employ a multifaceted, dynamic approach that has delivered equity exposure with attractive downside protection.

by Drew Carter

Rated on Aug 20, 2026 Published on Aug 20, 2026

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