Morningstar

Calamos Phineus Long/Short Fund Class A CPLSX

Morningstar Medalist Rating
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Medalist Rating as of See Calamos Investment Hub
  • NAV / 1-Day Return$17.32  /  −0.06%
  • Fund Size$1.0B
  • Adjusted Expense Ratio1.650%
  • Net Expense Ratio2.290%
  • Fee Level: DistributionAverage
  • Share Class TypeFront Load
  • Morningstar CategoryLong-Short Equity
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield1.35%
  • Turnover Ratio347%
NAV and 1-Day Return as of

Morningstar’s Analysis CPLSX

Will CPLSX 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 CPLSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CPLSX 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 CPLSX’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 Published on

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Portfolio Holdings CPLSX

More CPLSX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings−10.2
Top 10 Holdings
% Portfolio Weight
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