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Calamos Phineus Long/short Fund Class I (CPLIX)

US Funds

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16.54 -0.12 -0.72%

01:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 931.08M

Type: Fund

Market: United States

Issuer: Calamos

Asset Class: Equity

General
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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	84.41	84.50	0.09
Stocks	15.62	95.08	79.46

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.22	16.94
Price to Book	3.67	2.78
Price to Sales	2.16	1.93
Price to Cash Flow	12.86	10.18
Dividend Yield	1.40	1.93
5 Years Earnings Growth	11.94	10.91

Sector Allocation

Name	Net %	Category Average
Industrials	103.41	9.73
Healthcare	63.92	12.39
Communication Services	4.38	9.92
Energy	2.01	8.55
Consumer Cyclical	-3.00	8.40
Consumer Defensive	-18.42	4.95
Financial Services	-24.41	20.73
Technology	-27.88	23.78

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 50

Number of short holdings: 35

Name	ISIN	Weight %	Last	Change %
Alphabet A	US02079K3059	4.85	162.24	-1.71%
Microsoft	US5949181045	4.69	390.58	+0.16%
L3Harris Technologies	US5024311095	4.53	212.70	+0.36%
UnitedHealth	US91324P1021	4.40	515.72	-0.48%
Wells Fargo&Co	US9497461015	4.17	72.28	-1.62%
Taiwan Semiconductor	US8740391003	4.01	168.24	-3.03%
3M	US88579Y1010	3.95	148.44	-2.78%
Amazon.com	US0231351067	3.94	201.36	+0.11%
Zimmer Biomet	US98956P1021	3.75	112.15	+1.36%
Merck&Co	US58933Y1055	3.62	87.60	-0.58%

Top Equity Funds by Calamos

Name	Total Assets	YTD%	3Y%	10Y%
Calamos Growth & Income A	1.4B	0.55	8.72	10.24
Calamos Growth & Income I	1.36B	0.59	9.00	10.51
Calamos Growth A	1.18B	-1.44	11.35	11.35
Calamos Growth I	370.01M	-1.41	11.63	11.63
Calamos Evolving World Growth I	335.49M	-1.30	-1.17	4.27

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Recent Quotes

Name	Price	Chg.	Chg. %
Calamos Phineus L.	16.54	-0.12	-0.72%
Marathon Stiftung.	28.820	+0.080	+0.28%
AB High Income Mu.	10.15	-0.06	-0.59%