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CPLIX Calamos Phineus Long/Short I

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Fund CPLIX Calamos Phineus Long/Short I
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Similarity
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100%
Annual Fees
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$204.56
(1.97% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.84% annual return
$17,046.99
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 7.71%
3 YR 5.97%
5 YR 9.25%
10 YR 11.35%
Description
The investment seeks strong, risk-adjusted and absolute returns in the context of prevailing market conditions across the global equity universe. The fund aims to achieve its investment objective primarily by investing globally in publicly listed equity securities, including common stock and American Depositary Receipts, of issuers of all market capitalizations that operate in the knowledge-based sectors such as technology, communications and media, as well as financial services and healthcare, and other investment companies, including exchange-traded funds, that track or otherwise provide exposure to such sectors. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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