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Calamos Phineus Long/short Fund Class I (CPLIX)

US Funds

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16.60 +0.02 +0.12%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 914.2M

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	102.57	102.93	0.36
Stocks	8.86	101.89	93.03

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.76	16.93
Price to Book	3.58	2.79
Price to Sales	2.04	1.93
Price to Cash Flow	12.32	10.33
Dividend Yield	1.48	1.94
5 Years Earnings Growth	12.30	11.26

Sector Allocation

Name	Net %	Category Average
Industrials	105.90	11.74
Healthcare	61.92	12.08
Energy	0.86	7.65
Communication Services	-0.72	9.95
Consumer Cyclical	-6.85	7.09
Financial Services	-13.89	22.56
Technology	-47.21	22.29

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 43

Number of short holdings: 19

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.24	446.71	+0.11%
Boeing	US0970231058	4.74	178.50	+2.12%
UnitedHealth	US91324P1021	4.67	529.77	+1.93%
L3Harris Technologies	US5024311095	4.48	219.79	-0.12%
Alphabet A	US02079K3059	4.40	197.98	-0.20%
Morgan Stanley	US6174464486	4.40	137.80	+1.32%
United Airlines Holdings	US9100471096	4.28	103.00	-4.60%
Taiwan Semiconductor	US8740391003	4.28	224.62	+0.64%
Zimmer Biomet	US98956P1021	4.21	111.01	+1.18%
3M	US88579Y1010	4.09	149.63	+0.34%

Top Equity Funds by Calamos

Name	Total Assets	YTD%	3Y%	10Y%
Calamos Growth & Income A	1.41B	20.62	5.76	10.42
Calamos Growth & Income I	1.35B	20.93	6.03	10.69
Calamos Growth A	1.22B	32.24	6.64	12.09
Calamos Growth I	377.02M	32.59	6.91	12.37
Calamos Evolving World Growth I	335.8M	14.99	-2.49	4.73

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calamos Phineus L.	16.60	+0.02	+0.12%