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Nasdaq - Delayed Quote USD
Calamos Phineus Long/Short I (CPLIX)
16.35
-0.05
(-0.30%)
At close: 8:05:27 AM EDT
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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
View MoreTrailing returns as of 3/31/2025. Category is Long-Short Equity.
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Holdings: CPLIX
View MoreSector Weightings
SectorCPLIX
Industrials 32.70%
Healthcare 20.82%
Technology 20.80%
Consumer Cyclical 9.02%
Communication Services 7.90%
Financial Services 4.42%
Energy 2.63%
Consumer Defensive 1.70%
Real Estate 0.00%
Basic Materials 0.00%
Utilities 0.00%
Recent News: CPLIX
View MoreResearch Reports: CPLIX
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