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Calamos Phineus Long/short Fund Class I (CPLIX)

US Funds

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16.58 +0.06 +0.36%

07/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 934.24M

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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	83.64	84.00	0.36
Shares	16.36	94.77	78.41

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.65	16.96
Price to Book	3.46	2.79
Price to Sales	2.06	1.93
Price to Cash Flow	12.32	10.30
Dividend Yield	1.49	1.93
5 Years Earnings Growth	11.53	10.85

Sector Allocation

Name	Net %	Category Average
Industrials	76.98	9.41
Healthcare	55.17	12.23
Communication Services	1.88	10.04
Energy	1.18	8.48
Consumer Cyclical	-6.47	8.29
Financial Services	-7.86	20.96
Technology	-20.87	23.82

Region Allocation

Equities

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 51

Number of short holdings: 26

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.68	381.29	-3.06%
Boeing	US0970231058	4.43	148.31	-3.81%
Alphabet A	US02079K3059	4.42	165.93	-4.45%
UnitedHealth	US91324P1021	4.02	492.16	+0.16%
Morgan Stanley	US6174464486	3.77	113.24	-5.07%
Taiwan Semiconductor	US8740391003	3.72	170.61	-3.66%
Merck&Co	US58933Y1055	3.58	96.55	+2.01%
Amazon.com	US0231351067	3.57	193.63	-2.82%
Zimmer Biomet	US98956P1021	3.55	111.34	+3.10%
3M	US88579Y1010	3.54	148.22	+1.31%

Top Equity Funds by Calamos

Name	Total Assets	YTD%	3Y%	10Y%
Calamos Growth & Income A	1.35B	0.55	8.72	10.24
Calamos Growth & Income I	1.31B	0.59	9.00	10.51
Calamos Growth A	1.12B	-1.44	11.35	11.35
Calamos Growth I	351.34M	-1.41	11.63	11.63
Calamos Evolving World Growth I	343.33M	-1.30	-1.17	4.27

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calamos Phineus L.	16.58	+0.06	+0.36%