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Calamos Phineus Long/Short I (CPLIX)

16.35
-0.05
(-0.30%)
At close: 8:05:27 AM EDT
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  • Previous Close 16.40
  • YTD Return 1.60%
  • Expense Ratio 2.19%
  • Category Long-Short Equity
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.03B
  • Beta (5Y Monthly) 0.53
  • Yield 3.87%
  • 5y Average Return --
  • Holdings Turnover 342.00%
  • Last Dividend 0.65
  • Inception Date Apr 5, 2016

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.

Calamos

Fund Family

Long-Short Equity

Fund Category

1.03B

Net Assets

2016-04-05

Inception Date

Performance Overview: CPLIX

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Trailing returns as of 3/31/2025. Category is Long-Short Equity.

YTD Return

CPLIX
1.60%
Category
9.18%
 

1-Year Return

CPLIX
7.45%
Category
22.90%
 

3-Year Return

CPLIX
3.00%
Category
7.45%
 

5-Year Return

CPLIX
9.43%
Category
7.00%
 

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Holdings: CPLIX

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Sector Weightings

SectorCPLIX
Industrials   32.70%
Healthcare   20.82%
Technology   20.80%
Energy   2.63%
Real Estate   0.00%
Utilities   0.00%

Recent News: CPLIX

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Research Reports: CPLIX

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