CVRT ETF
Calamos Convertible Equity Alternative ETF
CVRT ETF Overview
CVRT ETF (Calamos Convertible Equity Alternative ETF) is managed by Calamos Asset Management with $34.5M in net assets. CVRT expense ratio is 0.69%, holding 86 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2023-10-04.
CVRT performance shows a YTD return of 20.25%. The 1-year return is 30.46%. CVRT dividend yield stands at 1.60%, paid monthly.
CVRT top holdings include Alphabet Ser A Pc 6.25% 5/29 (5.2%), Alphabet Inc Public Usd (5.1%), Lumentum Holdings Inc (4.9%), The Boeing Co., Preferred 6.00% (4.8%), Fnma Pool Ma4783 Fn 10/52 Fixed 4 (3.9%). Go to all CVRT holdings, CVRT sectors, or CVRT dividends.
CVRT can be compared against other funds. Use CVRT overlap to find shared positions, or CVRT vs another fund for a side-by-side view. CVRT alternatives are available via the screener, along with tax-loss harvesting opportunities.