Morningstar

Calamos Phineus Long/Short Fund Class A CPLSX

Medalist Rating as of Aug 20, 2026 See Calamos Investment Hub

Strategy

The investment seeks strong, risk-adjusted and absolute returns in the context of prevailing market conditions across the global equity universe. The fund aims to achieve its investment objective primarily by investing globally in publicly listed equity securities, including common stock and American Depositary Receipts, of issuers of all market capitalizations that operate in the knowledge-based sectors such as technology, communications and media, as well as financial services and healthcare, and other investment companies, including exchange-traded funds, that track or otherwise provide exposure to such sectors.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CPLIX	Calamos Phineus Long/Short Fund Class I	Institutional	Open			Apr 5, 2016	$964.00M	1.400%	Average	$1M	−$93.58M
CPLSX	Calamos Phineus Long/Short Fund Class A	Front Load	Open			Apr 5, 2016	$74.67M	1.650%	Average	$2,500	$230,121.61
CPCLX	Calamos Phineus Long/Short Fund Class C	Level Load	Open			Apr 5, 2016	$18.54M	2.400%	Above Average	$2,500	−$9.06M

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