SROAX Mutual Fund
SROAX Mutual Fund
Calamos Antetokounmpo Sustainable Equities Fund Class A
SROAX Mutual Fund Overview
SROAX Mutual Fund (Calamos Antetokounmpo Sustainable Equities Fund Class A) is managed by Calamos Asset Management. SROAX expense ratio is 1.35%, holding 65 positions across sectors including Information Technology, Unknown, Industrials. Inception date: 2023-02-03.
SROAX performance shows a YTD return of 9.67%. The 1-year return is 17.87%. SROAX dividend yield stands at 3.27%, paid annually.
SROAX top holdings include 'alphabet Inc., Class 'a'' (7.9%), Nvidia Corp (5.7%), Apple Inc (5.7%), Microsoft Corp 4.100 Feb 06 37 (5.3%), Taiwan Semi. Mfg. Co., Adr (3.4%). View all SROAX holdings, sector breakdown, or dividend history.
SROAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SROAX alternatives are available via the screener, along with tax-loss harvesting opportunities.