SROIX Mutual Fund
SROIX Mutual Fund
SROIX Mutual Fund
Calamos Antetokounmpo Sustainable Equities Fund Class I
SROIX Mutual Fund Overview
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, Communication Services. Inception date: 2023-02-03.
SROIX performance shows a YTD return of 10.23%. The 1-year return is 17.39%. SROIX dividend yield stands at 3.27%, paid annually.
SROIX top holdings include Alphabet Inc,class A (8.3%), Apple, Inc (5.9%), Microsoft Corp (5.6%), Nvidia Corp (5.6%), Amazon.Com Inc (4.4%). Go to all SROIX holdings, SROIX sectors, or SROIX dividends.
SROIX can be compared against other funds. Use SROIX overlap to find shared positions, or SROIX vs another fund for a side-by-side view. SROIX alternatives are available via the screener, along with tax-loss harvesting opportunities.