CPCLX Mutual Fund

CPCLX Mutual Fund (Calamos Phineus Long Short Fund Class C) is managed by Calamos Investments with $19.0M in net assets. CPCLX expense ratio is 3.05%, holding 137 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2016-04-05.

CPCLX performance shows a YTD return of 0.82%. The 1-year return is 2.77% and the 5-year return is 3.94%. CPCLX dividend yield stands at 0.54%, paid annually.

CPCLX top holdings include Short Cash On Deposit (54.2%), Microsoft Corp (8.6%), Amazon.Com Inc (7.4%), Freeport-mcmoran Copper & Gold Inc. (5.5%), Boeing Co (5.0%). Go to all CPCLX holdings, CPCLX sectors, or CPCLX dividends.

CPCLX can be compared against other funds. Use CPCLX overlap to find shared positions, or CPCLX vs another fund for a side-by-side view. CPCLX alternatives are available via the screener, along with tax-loss harvesting opportunities.