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Calamos Phineus Long/short Fund Class I (CPLIX)

US Funds

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17.21 -0.02 -0.12%

30/05 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 957.85M

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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	78.63	78.86	0.23
Shares	21.37	80.87	59.50

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.83	16.85
Price to Book	3.03	2.77
Price to Sales	1.67	1.92
Price to Cash Flow	9.79	10.07
Dividend Yield	1.23	1.93
5 Years Earnings Growth	11.28	10.88

Sector Allocation

Name	Net %	Category Average
Industrials	91.30	9.91
Healthcare	14.86	13.12
Consumer Cyclical	5.73	8.39
Communication Services	3.34	9.90
Consumer Defensive	-1.57	4.04
Technology	-4.01	22.00
Financial Services	-9.65	20.84

Region Allocation

Equities

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 44

Number of short holdings: 22

Name	ISIN	Weight %	Last	Change %
Amazon.com	US0231351067	4.57	205.01	-0.34%
UnitedHealth	US91324P1021	4.25	301.91	+1.25%
Microsoft	US5949181045	4.25	460.36	+0.37%
Wells Fargo&Co	US9497461015	4.10	74.78	+0.36%
Zimmer Biomet	US98956P1021	3.88	92.17	-1.25%
L3Harris Technologies	US5024311095	3.76	244.34	+0.38%
3M	US88579Y1010	3.40	148.35	-0.86%
Taiwan Semiconductor	US8740391003	3.19	193.32	-1.94%
Waste Management	US94106L1098	3.18	240.97	+1.35%
Alphabet A	US02079K3059	3.10	171.74	-0.07%

Top Equity Funds by Calamos

Name	Total Assets	YTD%	3Y%	10Y%
Calamos Growth & Income A	1.37B	-4.54	8.94	9.74
Calamos Growth & Income I	1.34B	-4.45	9.22	10.02
Calamos Growth A	1.16B	-9.00	12.33	10.53
Calamos Growth I	369.5M	-8.91	12.60	10.81
Calamos Evolving World Growth I	333.52M	-1.09	1.65	3.79

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