SROAX Mutual Fund

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, Industrials, Consumer Discretionary. Inception date: 2023-02-03.

SROAX performance shows a YTD return of 10.11%. The 1-year return is 17.01%. SROAX dividend yield stands at 3.26%, paid annually.

SROAX top holdings include Alphabet Inc Common Stock USD 0.001 (7.9%), Nvidia Corp. (5.7%), Apple, Inc (5.7%), Microsoft Corp (5.3%), Taiwan Semiconductor - Adr (3.4%). Go to all SROAX holdings, SROAX sectors, or SROAX dividends.

SROAX can be compared against other funds. Use SROAX overlap to find shared positions, or SROAX vs another fund for a side-by-side view. SROAX alternatives are available via the screener, along with tax-loss harvesting opportunities.