CVRT ETF
Calamos Convertible Equity Alternative ETF

CVRT ETF Overview
CVRT ETF (Calamos Convertible Equity Alternative ETF) is managed by Calamos Asset Management with $32.3M in net assets. CVRT expense ratio is 0.69%, holding 92 positions across sectors including Information Technology, Utilities, Industrials. Inception date: 2023-10-04.
CVRT performance shows a YTD return of 21.28%. The 1-year return is 62.90%. CVRT dividend yield stands at 1.49%, paid monthly.
CVRT top holdings include Western Digital Corporation 3% Nov 15, 2028 (10.3%), The Boeing Co., Preferred 6.00% (5.6%), Lumentum Holdings Inc (4.5%), Oracle Corp - Common (3.7%), Albemarle Corp. (2.5%). View all CVRT holdings, sector breakdown, or dividend history.
CVRT can be compared against other funds using the overlap calculator or side-by-side comparison tool. CVRT alternatives are available via the screener, along with tax-loss harvesting opportunities.