SROIX Mutual Fund (Calamos Antetokounmpo Sustainable Equities Fund Class I) is managed by Calamos Asset Management. SROIX expense ratio is 1.10%, holding 65 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2023-02-03.

SROIX performance shows a YTD return of 9.79%. The 1-year return is 18.25%. SROIX dividend yield stands at 3.34%, paid annually.

SROIX 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 SROIX holdings, sector breakdown, or dividend history.

SROIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SROIX alternatives are available via the screener, along with tax-loss harvesting opportunities.