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Calamos Phineus Long/short Fund Class I (CPLIX)

US Funds

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16.92 +0.11 +0.65%

08/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 935.72M

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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	87.72	87.88	0.16
Shares	12.39	88.81	76.42

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.34	16.92
Price to Book	3.48	2.78
Price to Sales	2.02	1.92
Price to Cash Flow	11.61	10.15
Dividend Yield	1.29	1.93
5 Years Earnings Growth	11.01	10.89

Sector Allocation

Name	Net %	Category Average
Industrials	123.53	9.92
Healthcare	17.95	11.86
Consumer Cyclical	8.75	8.53
Energy	3.40	8.60
Communication Services	-5.86	9.76
Consumer Defensive	-6.10	5.06
Technology	-11.74	24.00
Financial Services	-29.92	20.67

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: 27

Name	ISIN	Weight %	Last	Change %
MongoDB	US60937P1066	6.44	179.26	+2.83%
Microsoft	US5949181045	4.64	438.17	+1.11%
L3Harris Technologies	US5024311095	4.55	218.39	+0.18%
Wells Fargo&Co	US9497461015	4.28	73.31	+0.18%
3M	US88579Y1010	4.16	141.12	+1.79%
UnitedHealth	US91324P1021	3.98	385.55	-1.41%
Zimmer Biomet	US98956P1021	3.70	95.11	+1.04%
Amazon.com	US0231351067	3.64	192.08	+1.79%
Taiwan Semiconductor	US8740391003	3.58	175.22	+0.39%
Alphabet A	US02079K3059	3.53	154.28	+1.92%

Top Equity Funds by Calamos

Name	Total Assets	YTD%	3Y%	10Y%
Calamos Growth & Income A	1.31B	-4.54	8.94	9.74
Calamos Growth & Income I	1.28B	-4.45	9.22	10.02
Calamos Growth A	1.09B	-9.00	12.33	10.53
Calamos Growth I	344.55M	-8.91	12.60	10.81
Calamos Evolving World Growth I	329.33M	-1.09	1.65	3.79

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Recent Quotes

Name	Price	Chg.	Chg. %
Calamos Phineus L.	16.92	+0.11	+0.65%
Barclays Multi-Ma.	2.304	+0.001	+0.04%
Neuberger Berman .	14.430	+0.020	+0.14%
Trojan Income Fee.	1.160	+0.011	+0.93%
Goldman Sachs Glo.	16.900	+0.160	+0.96%
TMB Money Retirem.	13.692	0.000	0.00%
Fidelity Funds .	4.320	-0.068	-1.55%
Desjardins Canadi.	11.418	+0.038	+0.33%