SROCX Mutual Fund

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 9.62%. The 1-year return is 16.17%. SROCX dividend yield stands at 3.33%, paid annually.

SROCX 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 SROCX holdings, SROCX sectors, or SROCX dividends.

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