Calamos Phineus Long/Short Composite (S:0P0001B5PK)
109.56
+2.05
(+1.90%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 17, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Amazon.com, Inc. | 10.52% | 239.12 | 0.39% |
| Microsoft Corp. | 10.22% | 459.86 | 0.70% |
| NVIDIA Corp. | 9.86% | 186.23 | -0.44% |
| Alphabet, Inc. | 9.72% | 330.00 | -0.84% |
| Oracle Corp. | 8.76% | 191.09 | 0.65% |
| L3Harris Technologies, Inc. | 8.69% | 346.46 | 1.77% |
| United Airlines Holdings, Inc. | 7.61% | 113.49 | -2.18% |
| The Boeing Co. | 7.16% | 247.68 | -0.02% |
| 3M Co. | 6.90% | 167.80 | -1.93% |
| Wells Fargo & Co. | 6.30% | 88.38 | -0.65% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |