Calamos Phineus Long/Short Fund Class A CPLSX

Medalist Rating as of | See Calamos Investment Hub
  • 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.

A distinctive long-short equity strategy.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Calamos Phineus Long/Short’s strong lead manager and unique approach are worthy of strong consideration, though fees impose a headwind.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CPLSX

  • 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

Sponsor Center