Morningstar

Calamos Phineus Long/Short Fund Class I CPLIX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $17.56  /  +0.28 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 1.400%
  • Net Expense Ratio 2.040%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Long-Short Equity
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.53%
  • Turnover Ratio 347%
NAV and 1-Day Return as of

Morningstar’s Analysis CPLIX

Will CPLIX outperform in the 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 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
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Portfolio Holdings CPLIX

More CPLIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −10.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

61.40 680M
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Industrials

Synopsys Inc

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Technology

Broadcom Inc

3.76 42M
Technology

Morgan Stanley

3.74 41M
Financial Services

United Airlines Holdings Inc

3.61 40M
Industrials

Meta Platforms Inc Class A

3.51 39M
Communication Services

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