Morningstar

Calamos Phineus Long/Short I CPLIX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 17.07  /  −0.29 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.390%
  • Expense Ratio 2.130%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.73%
  • Turnover 194%

USD | NAV as of Oct 03, 2024 | 1-Day Return as of Oct 03, 2024, 10:11 PM GMT+0

Morningstar’s Analysis CPLIX

Will CPLIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CPLIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CPLIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CPLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Calamos Phineus Long/ Short I's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CPLIX

More CPLIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −10.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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