CPLIX Mutual Fund

CPLIX Mutual Fund (Calamos Phineus Long Short Fund Class I) is managed by Calamos Investments with $975.3M in net assets. CPLIX expense ratio is 2.05%, holding 137 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2016-04-05.

CPLIX performance shows a YTD return of 1.64%. The 1-year return is 3.84% and the 5-year return is 4.99%. CPLIX dividend yield stands at 1.61%, paid annually.

CPLIX 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 CPLIX holdings, CPLIX sectors, or CPLIX dividends.

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