Calamos Phineus Long/Short FundCPLSX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$1.1B
Expense ratio
2.30%
1-year return
+6.6%
3 years, a year
+7.2%
5 years, a year
+3.1%
Holdings
69
What it aims to do.
Calamos Phineus Long/Short Fund's investment objective is to seek strong, risk-adjusted and absolute returns in the context of prevailing market conditions across the global equity universe.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AMZN Amazon.com Inc | 6.39% |
| AVGO Broadcom Inc | 5.58% |
| MSFT Microsoft Corp | 4.49% |
| NVDA NVIDIA Corp | 4.41% |
| BA Boeing Co/The | 4.08% |
| MS Morgan Stanley | 3.86% |
| UNP Union Pacific Corp | 3.67% |
| UAL United Airlines Holdings Inc | 3.58% |
| WFC Wells Fargo & Co | 3.32% |
| DHI DR Horton Inc | 3.16% |
More on CPLSX.
- CPLSX overview
- CPLSX holdings
- CPLSX risk
- CPLSX costs
- CPLSX money in and out
- CPLSX share classes
- Compare CPLSX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.