CPZ
Calamos Long/Short Equity & Dynamic Income Term Trust
1W: -1.6%
1M: -3.5%
3M: -4.0%
YTD: -13.6%
1Y: -20.0%
3Y: +11.1%
5Y: -1.8%
$12.55
+0.08 (+0.64%)
Weekly Expected Move ±1.6%
$12
$12
$13
$13
$13
Similar ETFs
20 peers by holdings overlap (674 holdings)
CPLSX
Calamos Phineus Long Short Fund Class A
73.4%
Shared28 holdings
Total43
AUM$1.1B
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ROGSX
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AUM$843M
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MGRIX
Marsico Growth Fund
23.1%
Shared8 holdings
Total27
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CHCGX
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21.6%
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FGRTX
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21.0%
Shared8 holdings
Total110
AUM$6.8B
Price$34.31
FLCSX
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21.0%
Shared10 holdings
Total174
AUM$6.7B
Price$68.96
MAIPX
MAI Managed Volatility Fund
19.9%
Shared9 holdings
Total73
AUM$232M
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GLO
Clough Global Opportunities Fund
19.1%
Shared6 holdings
Total82
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JUEAX
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18.8%
Shared7 holdings
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JDCAX
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18.6%
Shared6 holdings
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SIBAX
Sit Balanced
18.6%
Shared7 holdings
Total71
AUM$76M
Price$40.31
TRLGX
T. Rowe Price Large-Cap Growth Fund I Class
18.4%
Shared7 holdings
Total48
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Price$90.79
BIOPX
Baron Opportunity Fund Retail Shs
18.3%
Shared5 holdings
Total44
AUM$2.4B
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TADAX
Transamerica US Growth A
18.3%
Shared8 holdings
Total61
AUM$1.8B
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EGFIX
Edgewood Growth Fund Class Institutional
18.1%
Shared4 holdings
Total21
AUM$12.0B
Price$43.47
HNASX
Homestead Fds, Inc. Growth Fund
18.1%
Shared7 holdings
Total50
AUM$459M
Price$19.74
MFOCX
Marsico Focus Fund
17.9%
Shared5 holdings
Total20
AUM$1.1B
Price$30.36
FLRAX
Nuveen Large Cap Select A
17.9%
Shared7 holdings
Total54
AUM$49M
Price$46.97
HACAX
Harbor Capital Appreciation Fund Institutional Class
17.9%
Shared6 holdings
Total45
AUM$26.6B
Price$129.68
SWLSX
Schwab Large-Cap Growth
17.8%
Shared7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| FGRTX | $6.8B | 110 | 47.2% | 8.3 | 2.5 | 2.7 | 34.0% | 32.2% | 1.55% | +23.2% | +53.5% | 56.8 | 6.1 |
| FLCSX | $6.7B | 174 | 42.5% | 9.0 | 2.7 | 2.9 | 34.4% | 32.1% | 1.46% | +23.8% | +56.3% | 56.4 | 6.0 |
| MAIPX | $232M | 73 | 29.1% | 14.7 | 3.9 | 3.8 | 30.1% | 25.9% | 1.66% | +25.4% | +38.8% | 50.7 | 6.1 |
| 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 |
| 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 |
| 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 |