CVRT ETF
Calamos Convertible Equity Alternative ETF
CVRT ETF Overview
CVRT ETF (Calamos Convertible Equity Alternative ETF) is managed by Calamos Asset Management with $44.4M in net assets. CVRT expense ratio is 0.69%, holding 105 positions across sectors including Information Technology, Utilities, Communication Services. Inception date: 2023-10-04.
CVRT performance shows a YTD return of 25.02%. The 1-year return is 43.82%. CVRT dividend yield stands at 1.59%, paid monthly.
CVRT top holdings include Western Digital Corporation 3% Nov 15, 2028 (6.5%), Alphabet Inc. C (5.1%), Boeing Co 6 10/15/2027 (4.6%), Lumentum Holdings Inc (3.3%), Beghelli S.p.A. (2.6%). 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.