Calamos Phineus Longshort Fund Quote
| CPLIX Fund | USD 16.75 0.05 0.30% |
PerformanceInsignificant
| Odds Of DistressLow
|
Calamos Phineus is trading at 16.75 as of the 18th of March 2025; that is 0.30 percent increase since the beginning of the trading day. The fund's open price was 16.7. Calamos Phineus has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of January 2024 and ending today, the 18th of March 2025. Click here to learn more.
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.. More on Calamos Phineus Longshort
Calamos Mutual Fund Highlights
| Fund Concentration | Calamos Funds, Large Blend Funds, Long-Short Equity Funds, Long-Short Equity, Calamos (View all Sectors) |
| Update Date | 31st of March 2025 |
Calamos Phineus Longshort [CPLIX] is traded in USA and was established 18th of March 2025. Calamos Phineus is listed under Calamos category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Calamos family. This fund currently has accumulated 1.22 B in assets under management (AUM) with minimum initial investment of 1000 K. Calamos Phineus Longshort is currently producing year-to-date (YTD) return of 3.09% with the current yeild of 0.04%, while the total return for the last 3 years was 5.33%.
Check Calamos Phineus Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calamos Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calamos Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calamos Phineus Longshort Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calamos Phineus Longshort Mutual Fund Constituents
| CBOE | Cboe Global Markets | Stock | Financials | |
| KMX | CarMax Inc | Stock | Consumer Discretionary | |
| MPC | Marathon Petroleum Corp | Stock | Energy | |
| FXI | iShares China Large Cap | Etf | China Region | |
| UAL | United Airlines Holdings | Stock | Industrials | |
| HUM | Humana Inc | Etf | Health Care | |
| LVS | Las Vegas Sands | Stock | Consumer Discretionary | |
| MS | Morgan Stanley | Stock | Financials |
Calamos Phineus Longshort Risk Profiles
| Mean Deviation | 0.3652 | |||
| Semi Deviation | 0.5218 | |||
| Standard Deviation | 0.5547 | |||
| Variance | 0.3077 |
Calamos Phineus Against Markets
Other Information on Investing in Calamos Mutual Fund
Calamos Phineus financial ratios help investors to determine whether Calamos Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calamos with respect to the benefits of owning Calamos Phineus security.
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