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Calamos Phineus Long/short Fund Class I (CPLIX)

US Funds

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16.42 +0.07 +0.43%

10/01 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Calamos

Asset Class: Equity

Morningstar Rating:
Total Assets: 930.29M

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CPLIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Calamos Phineus Long/Short I (CPLIX) fund. Our Calamos Phineus Long/Short I portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	91.54	91.79	0.25
Stocks	8.42	90.86	82.44
Bonds	0.03	0.09	0.06

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.37	16.80
Price to Book	3.34	2.77
Price to Sales	1.84	1.90
Price to Cash Flow	10.18	10.22
Dividend Yield	1.58	1.94
5 Years Earnings Growth	11.42	11.31

Sector Allocation

Name	Net %	Category Average
Industrials	96.36	11.46
Healthcare	24.23	11.76
Consumer Cyclical	10.61	7.37
Communication Services	2.64	9.99
Energy	0.88	7.65
Financial Services	-13.37	22.48
Technology	-21.34	22.52

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Australasia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 43

Number of short holdings: 29

Name	ISIN	Weight %	Last	Change %
United Airlines Holdings	US9100471096	6.20	107.11	+3.27%
Oracle	US68389X1054	4.84	154.50	-5.30%
Microsoft	US5949181045	4.68	418.95	-1.32%
Taiwan Semiconductor	US8740391003	4.51	208.37	+0.60%
L3Harris Technologies	US5024311095	4.18	208.28	+0.55%
Alphabet A	US02079K3059	4.14	192.04	-0.98%
Zimmer Biomet	US98956P1021	3.73	104.54	+2.95%
Morgan Stanley	US6174464486	3.61	123.45	-3.45%
Delta Air Lines	US2473617023	3.59	66.95	+9.00%
Merck&Co	US58933Y1055	3.47	99.25	-0.60%

Top Equity Funds by Calamos

Name	Total Assets	YTD%	3Y%	10Y%
Calamos Growth & Income A	1.4B	20.62	5.76	10.42
Calamos Growth & Income I	1.34B	20.93	6.03	10.69
Calamos Growth A	1.22B	32.24	6.64	12.09
Calamos Growth I	376.72M	32.59	6.91	12.37
Calamos Evolving World Growth I	329.09M	14.99	-2.49	4.73

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calamos Phineus L.	16.42	+0.07	+0.43%