Calamos Phineus Long/Short C
Naperville, IL 60563
2020 Calamos Court
Calamos Investment Trust
管理資訊
,自 2016年4月4日 起的牽頭經辦人
Michael Grant manages investment team members and leads the portfolio management team responsible for our Long/Short strategies. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. He joined Calamos in 2015 and has more than 35 years of investment industry experience. Prior to joining Calamos, Michael founded Phineus Partners in 2002, where he launched a successful long/short strategy. Previously, he was a Managing Director of Schroder Investment Management with responsibilities over US equity mandates. During his tenure at Schroders, he also served as Head of the Global Technology Team and Head of the US Equity Team in London. Prior to that, Michael was a portfolio manager for the National Investment Trust Co. in Taipei, Taiwan and a US equity analyst for the Principal Group in Canada. Michael earned a master’s degree from the London School of Economics, where he specialized in International History. He has Bachelor of Commerce from the University of Alberta, Canada.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Long-Short Equity
基金家族Calamos
淨資產1.04B
本年度至今日回報6.85%
收益率0.89%
晨星評級★★★
成立日期2016年4月4日
基金運作
上次股息0.14
上次資本增益1.00
持股週轉率194.00%
組別平均無
費用與支出
支出CPCLX類別平均
年報支出比率 (淨值)2.38%1.92%
招股書淨支出比率2.38%無
招股書總支出比率2.38%無
最高 12b1 費用無無
最高首次認購費無5.33%
最高遞延銷售費用無1.14%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
