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Calamos Antetokounmpo Sustainable Eqs C (SROCX)
11.31
-0.04
(-0.35%)
At close: April 17 at 8:02:14 PM EDT
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- Previous Close
11.35 - YTD Return -4.83%
- Expense Ratio 2.10%
- Category Large Blend
- Last Cap Gain 17.00
- Morningstar Rating --
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 4.14M
- Beta (5Y Monthly) --
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 20.00%
- Last Dividend --
- Inception Date Feb 3, 2023
The fund will, under normal circumstances, invest at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities of issuers domiciled in the U.S. that, in the view of the subadviser, have above average growth potential and meet the environmental, social and governance ("ESG") criteria. The fund may invest up to 20% of its net assets in American Depositary Receipts ("ADRs"), which are securities representing equity ownership in foreign issuers. The fund may invest in companies of any size and seeks diversification by economic sector.
Calamos
Fund Family
Large Blend
Fund Category
4.14M
Net Assets
2023-02-03
Inception Date
Performance Overview: SROCX
View MoreTrailing returns as of 4/17/2025. Category is Large Blend.
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Holdings: SROCX
View MoreSector Weightings
SectorSROCX
Technology 37.77%
Industrials 12.07%
Healthcare 11.41%
Financial Services 9.59%
Consumer Cyclical 8.66%
Communication Services 7.82%
Consumer Defensive 5.19%
Basic Materials 3.22%
Real Estate 2.19%
Utilities 2.08%
Energy 0.00%
Recent News: SROCX
View MoreResearch Reports: SROCX
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