Calamos Phineus Long/Short’s strong lead manager and unique approach are worthy of strong consideration, though fees impose a headwind.
Calamos Phineus Long/Short Fund Class A CPLSX
- NAV / 1-Day Return 16.94 / +0.65 %
- Total Assets 1.1B
-
Adj. Expense Ratio
1.650%
- Expense Ratio 2.290%
- 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 1.38%
- Turnover 347%
USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CPLSX
Will CPLSX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 7.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Usd | 36.70 | 407M | Cash and Equivalents |
Amazon.com Inc | 6.46 | 72M | Consumer Cyclical |
Broadcom Inc | 5.92 | 66M | Technology |
NVIDIA Corp | 5.63 | 62M | Technology |
Microsoft Corp | 4.91 | 54M | Technology |
United Airlines Holdings Inc | 4.52 | 50M | Industrials |
Morgan Stanley | 4.18 | 46M | Financial Services |
Boeing Co | 4.08 | 45M | Industrials |
Freeport-McMoRan Inc | 3.96 | 44M | Basic Materials |
3M Co | 3.59 | 40M | Industrials |