CPCLX : Calamos Phineus Long/Short Fund Class C

CPCLX is a Alternatives Market Short with HIGH fees.


Calamos Phineus Long/Short Fund Class C

FI Score

33 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

33% FI Score
  • cpclx
  • Mutual Fund
  • Alternatives
  • Short

Calamos Phineus Long/Short Fund Class C

Expenses: 3.69% (Better than 0% of similar funds)

This is a bad choice for a Short Alternatives fund. See why ยป

Fund Summary

The investment seeks strong, risk-adjusted and absolute returns in the context of prevailing market conditions across the global equity universe. The fund aims to achieve its investment objective primarily by investing globally in publicly listed equity securities, including common stock and American Depositary Receipts, of issuers of all market capitalizations that operate in the knowledge-based sectors such as technology, communications and media, as well as financial services and healthcare, and other investment companies, including exchange-traded funds, that track or otherwise provide exposure to such sectors.

Largest Holdings

Amount Holding
4.22% Alphabet Inc A
4.20% Linde PLC
3.87% Facebook Inc A
3.85% L3Harris Technologies Inc
3.77% Marathon Petroleum Corp
3.75% Fidelity National Information Services Inc
3.70% Raytheon Co
3.58% Morgan Stanley
3.53% MGM Growth Properties LLC A
3.10% Alexion Pharmaceuticals Inc
3.08% Twilio Inc A
3.03% Air Lease Corp Class A
2.99% Boston Scientific Corp
2.86% The Royal Bank of Scotland Group PLC
2.84% Laboratory Corp of America Holdings
2.77% Legal & General Group PLC
2.76% Nike Inc B
2.75% Royal Dutch Shell PLC ADR Class A
2.39% Goldman Sachs Group Inc
2.22% JPMorgan Chase & Co
2.19% UnitedHealth Group Inc
2.06% Lululemon Athletica Inc
1.99% Salesforce.com Inc

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