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Calamos Phineus Long/short Fund Class I (CPLIX)

US Funds

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16.35 +0.03 +0.18%

08/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 926.06M

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	91.54	91.79	0.25
Shares	8.42	90.86	82.44
Bonds	0.03	0.09	0.06

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.37	16.70
Price to Book	3.34	2.74
Price to Sales	1.84	1.89
Price to Cash Flow	10.18	10.17
Dividend Yield	1.58	1.96
5 Years Earnings Growth	11.42	11.29

Sector Allocation

Name	Net %	Category Average
Industrials	96.36	11.42
Healthcare	24.23	11.76
Consumer Cyclical	10.61	7.36
Communication Services	2.64	9.79
Energy	0.88	7.78
Financial Services	-13.37	22.38
Technology	-21.34	22.35

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	103.72	+2.48%
Oracle	US68389X1054	4.84	163.14	+0.69%
Microsoft	US5949181045	4.68	424.56	+0.52%
Taiwan Semiconductor	US8740391003	4.51	207.12	-2.03%
L3Harris Technologies	US5024311095	4.18	207.15	+2.04%
Alphabet A	US02079K3059	4.14	193.95	-0.79%
Zimmer Biomet	US98956P1021	3.73	101.54	-1.54%
Morgan Stanley	US6174464486	3.61	127.86	+0.77%
Delta Air Lines	US2473617023	3.59	61.42	+0.39%
Merck&Co	US58933Y1055	3.47	99.85	-1.16%

Top Equity Funds by Calamos

Name	Total Assets	YTD%	3Y%	10Y%
Calamos Growth & Income A	1.41B	22.58	7.57	10.51
Calamos Growth & Income I	1.36B	22.86	7.84	10.78
Calamos Growth A	1.23B	32.51	6.97	11.96
Calamos Growth I	382.43M	32.83	7.24	12.24
Calamos Evolving World Growth I	335.79M	16.06	-2.26	4.40

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calamos Phineus L.	16.35	+0.03	+0.18%