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 $17.24  /  +0.35 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 1.650%
  • Net Expense Ratio 2.290%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Long-Short Equity
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 1.32%
  • Turnover Ratio 347%
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 −10.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

61.40 680M
Cash and Equivalents

Microsoft Corp

7.21 80M
Technology

Amazon.com Inc

6.21 69M
Consumer Cyclical

Freeport-McMoRan Inc

4.57 51M
Basic Materials

Boeing Co

4.20 47M
Industrials

Synopsys Inc

3.89 43M
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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