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CPLIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Calamos Phineus Long/Short I (CPLIX) Ownership - Who owns Calamos Phineus Long/Short I?

The investment seeks strong, risk-adjusted and absolute returns in the context of prevailing market conditions across the global equity universe... Show more

Category: #Long-Short

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Alternative Funds

Fundamentals

CPLIX

Net Assets

1.13B

Fund Existence

over 9 years

Turnover

342.00

Total Expense Ratio

2.19

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Long-Short Equity

Administrative Fee

N/A

Annual Report Gross Expense Ratio

2.19

Assets in Top Ten Holdings

12.3M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

1.03B

Fund Type

OpenEnd

Index Fund

Management Fee

1.22

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

52.00

Number of Net Holdings

70.00

Number of Short Holdings

18.00

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

82.39%

Gain YTD

9.568

Annual Yield % from dividends

3.54

Returns for 1 year

6.66

Returns for 3 years

30.25

Returns for 5 years

62.73

Returns for 10 years

N/A

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published General Information

General Information

Category LongShort

Profile

Fundamentals

Details