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Calamos Phineus Long/short Fund Class I (CPLIX)

US Funds

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17.44 +0.07 +0.40%

25/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 951.47M

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	84.64	84.89	0.25
Shares	15.36	94.45	79.09

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.17	16.64
Price to Book	3.05	2.70
Price to Sales	1.70	1.85
Price to Cash Flow	11.68	9.96
Dividend Yield	1.56	1.97
5 Years Earnings Growth	9.76	11.03

Sector Allocation

Name	Net %	Category Average
Industrials	106.91	11.91
Healthcare	19.34	10.66
Communication Services	2.15	9.10
Energy	0.52	9.64
Consumer Cyclical	-1.34	7.85
Financial Services	-7.41	21.47
Technology	-20.16	21.53

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 42

Number of short holdings: 21

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.86	427.99	+2.20%
Oracle	US68389X1054	4.82	190.37	+1.27%
United Airlines Holdings	US9100471096	4.43	96.51	-0.33%
Taiwan Semiconductor	US8740391003	4.03	183.80	-0.69%
L3Harris Technologies	US5024311095	3.94	245.57	+2.07%
Alphabet A	US02079K3059	3.94	169.12	+0.88%
Zimmer Biomet	US98956P1021	3.69	110.64	-0.29%
Wells Fargo&Co	US9497461015	3.63	77.35	+0.59%
Boeing	US0970231058	3.44	150.76	-1.53%
3M	US88579Y1010	3.40	132.95	+2.02%

Top Equity Funds by Calamos

Name	Total Assets	YTD%	3Y%	10Y%
Calamos Growth & Income A	1.44B	16.34	5.28	10.09
Calamos Growth & Income I	1.36B	16.60	5.55	10.36
Calamos Growth A	1.23B	23.97	4.37	11.54
Calamos Growth I	377.13M	24.26	4.63	11.82
Calamos Evolving World Growth I	349.24M	18.33	-3.46	4.59

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calamos Phineus L.	17.44	+0.07	+0.40%