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Morningstar

Calamos Phineus Long/Short A CPLSX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 16.88  /  +0.54 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.640%
  • Expense Ratio 2.380%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.56%
  • Turnover 194%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:10 PM GMT+0

Morningstar’s Analysis CPLSX

Will CPLSX outperform in 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.

Increased confidence in Calamos Phineus Long/ Short A's prospects relative to its Morningstar Category peers results in an upgrade in this strategy's Morningstar Medalist Rating to Gold from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings CPLSX

More CPLSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 1.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

52.96 527.5 Mil
Cash and Equivalents

Amazon.com Inc

7.15 71.2 Mil
Consumer Cyclical

Swap Morgan Stanley Coc Swap Cash Collateral Usd

5.99 59.7 Mil
Cash and Equivalents

Delta Air Lines Inc

5.15 51.3 Mil
Industrials

Microsoft Corp

4.88 48.6 Mil
Technology

Alphabet Inc Class A

4.67 46.5 Mil
Communication Services

Oracle Corp

4.43 44.1 Mil
Technology

Merck & Co Inc

4.16 41.4 Mil
Healthcare

L3Harris Technologies Inc

4.08 40.6 Mil
Industrials

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.02 40.1 Mil
Technology