SROCX Mutual Fund
SROCX Mutual Fund
Calamos Antetokounmpo Sustainable Equities Fund Class C
SROCX Mutual Fund Overview
SROCX Mutual Fund (Calamos Antetokounmpo Sustainable Equities Fund Class C) is managed by Calamos Asset Management. SROCX expense ratio is 2.10%, holding 65 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2023-02-03.
SROCX performance shows a YTD return of 9.25%. The 1-year return is 17.03%. SROCX dividend yield stands at 3.35%, paid annually.
SROCX 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 SROCX holdings, sector breakdown, or dividend history.
SROCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SROCX alternatives are available via the screener, along with tax-loss harvesting opportunities.