CPLSX
Calamos Phineus Long Short Fund Class A
1W: +0.0%
1M: +0.2%
3M: +3.4%
YTD: +4.1%
1Y: -1.3%
3Y: +24.2%
5Y: +22.1%
$17.62
+0.14 (+0.80%)
Weekly Expected Move ±1.1%
$17
$17
$17
$18
$18
Similar ETFs
20 peers by holdings overlap (69 holdings)
CPZ
Calamos Long/Short Equity & Dynamic Income Term Trust
73.4%
Shared28 holdings
Total81
AUM$246M
Price$12.55
ROGSX
Red Oak Technology Select Fund
38.4%
Shared13 holdings
Total28
AUM$843M
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MGRIX
Marsico Growth Fund
31.5%
Shared10 holdings
Total27
AUM$397M
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CHCGX
Chesapeake Growth Fund
30.1%
Shared9 holdings
Total33
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JUEAX
JPMorgan U.S. Equity Fund Class A
28.3%
Shared11 holdings
Total55
AUM$34.1B
Price$28.32
EAFGX
Eaton Vance Focused Growth Opportunities Fund
27.6%
Shared8 holdings
Total33
AUM$114M
Price$26.11
JDCAX
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27.5%
Shared8 holdings
Total33
AUM$25.3B
Price$60.48
GLO
Clough Global Opportunities Fund
27.4%
Shared9 holdings
Total82
AUM$232M
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FLRAX
Nuveen Large Cap Select A
27.0%
Shared10 holdings
Total54
AUM$49M
Price$46.97
CVTRX
Calamos Growth & Income Fund Class A
27.0%
Shared13 holdings
Total89
AUM$3.5B
Price$59.90
DLCEX
Dana Large Cap Equity Fund
26.7%
Shared14 holdings
Total51
AUM$70M
Price$23.79
TADAX
Transamerica US Growth A
26.7%
Shared10 holdings
Total61
AUM$1.8B
Price$35.40
HACAX
Harbor Capital Appreciation Fund Institutional Class
26.6%
Shared8 holdings
Total45
AUM$26.6B
Price$129.68
EOS
Eaton Vance Enhanced Equity Income Fund II
26.4%
Shared8 holdings
Total48
AUM$1.1B
Price$21.34
PGROX
BNY Mellon Worldwide Growth Fund, Inc. Class A
26.1%
Shared10 holdings
Total45
AUM$890M
Price$67.52
MFOCX
Marsico Focus Fund
25.8%
Shared7 holdings
Total20
AUM$1.1B
Price$30.36
CSQ
Calamos Strategic Total Return Fund
25.8%
Shared13 holdings
Total152
AUM$3.3B
Price$20.47
FLCSX
Fidelity Large Cap Stock
25.6%
Shared13 holdings
Total174
AUM$6.7B
Price$68.96
JAMRX
Janus Henderson Research Fund
25.6%
Shared10 holdings
Total81
AUM$31.4B
Price$97.77
SWLSX
Schwab Large-Cap Growth
25.6%
Shared9 holdings
Total55
AUM$674M
Price$48.08
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CPLSX | $1.1B | 43 | 42.5% | 8.1 | 5.0 | 6.8 | 90.9% | 83.2% | 1.15% | +18.4% | +32.4% | 57.3 | 6.3 |
| CPZ | $246M | 81 | 34.3% | 27.2 | 6.1 | 4.5 | 24.3% | 16.4% | 1.49% | +16.5% | +29.2% | 54.0 | 6.2 |
| ROGSX | $843M | 28 | 169.7% | 16.8 | 5.4 | 5.5 | 39.0% | 32.7% | 0.76% | +25.7% | +47.0% | 60.3 | 6.3 |
| MGRIX | $397M | 27 | 56.9% | 4.4 | 1.5 | 1.9 | 39.8% | 43.0% | 0.72% | +26.5% | +48.8% | 56.8 | 6.5 |
| CHCGX | $62M | 33 | 56.2% | 10.4 | 3.4 | 3.7 | 38.5% | 35.3% | 1.01% | +18.5% | +61.0% | 65.1 | 6.4 |
| JUEAX | $34.1B | 55 | 45.3% | 17.6 | 5.1 | 4.3 | 33.5% | 24.4% | 1.16% | +19.9% | +35.1% | 59.0 | 6.6 |
| EAFGX | $114M | 33 | 67.3% | 15.2 | 4.7 | 4.4 | 36.5% | 29.0% | 0.72% | +22.2% | +41.6% | 64.9 | 6.5 |
| JDCAX | $25.3B | 33 | 60.8% | 4.6 | 1.6 | 1.9 | 39.2% | 40.9% | 0.70% | +29.4% | +55.9% | 62.6 | 6.4 |
| GLO | $232M | 82 | 47.0% | 9.4 | 4.0 | 5.0 | 55.7% | 53.3% | 0.89% | +32.9% | +70.1% | 57.1 | 5.7 |
| FLRAX | $49M | 54 | 44.3% | 8.8 | 2.8 | 3.1 | 37.2% | 34.9% | 1.31% | +19.4% | +45.1% | 58.6 | 6.5 |
| CVTRX | $3.5B | 89 | 36.2% | 11.8 | 1.9 | 1.5 | 17.6% | 12.4% | 1.07% | +25.4% | +47.9% | 56.4 | 6.4 |