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CPLSX Calamos Phineus Long/Short A Forecast, Technical & Fundamental Analysis

Category LongShort
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Oracle Corp (NYSE:ORCL), Merck & Co (NYSE:MRK), Delta Air Lines (NYSE:DAL).

Industry 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.

Market Cap

The average market capitalization across the Calamos Phineus Long/Short A MF is 982.19B. The market cap for tickers in the group ranges from 27.12B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ZBH at 27.12B.

Volume

The average weekly volume growth across all stocks in the Calamos Phineus Long/Short A MF was 75%. For the same stocks of the MF, the average monthly volume growth was 80% and the average quarterly volume growth was 94%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 46
P/E Growth Rating: 59
Price Growth Rating: 37
SMR Rating: 38
Profit Risk Rating: 37
Seasonality Score: -14 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LongShort

Profile
Fundamentals
Details
Category
Long-Short Equity
Address
Calamos Investment Trust2020 Calamos CourtNaperville
Phone
N/A
Web
www.calamos.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
TBT35.130.22
+0.63%
ProShares UltraShort 20+ Year Treasury
UFIV48.080.06
+0.13%
US Treasury 5 Year Note ETF
VTIP48.800.06
+0.12%
Vanguard Short-Term Infl-Prot Secs ETF
IFGL20.140.02
+0.10%
iShares International Dev Real Est ETF
EQTY23.77-0.30
-1.26%
Kovitz Core Equity ETF

CPLSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CPLSX has been closely correlated with CPCLX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if CPLSX jumps, then CPCLX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CPLSX
1D Price
Change %
CPLSX100%
+0.23%
CPCLX - CPLSX
100%
Closely correlated
+0.25%
DHLSX - CPLSX
80%
Closely correlated
-0.34%
DIAYX - CPLSX
47%
Loosely correlated
-0.33%
DIAMX - CPLSX
47%
Loosely correlated
-0.35%
NLSIX - CPLSX
18%
Poorly correlated
-0.59%
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