SRORX Mutual Fund

SRORX Mutual Fund (Calamos Antetokounmpo Sustainable Equities Fund Class R6) is managed by Calamos Asset Management. SRORX expense ratio is 1.09%, holding 65 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2023-02-03.

SRORX performance shows a YTD return of 10.30%. The 1-year return is 17.39%. SRORX dividend yield stands at 3.33%, paid annually.

SRORX 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 SRORX holdings, SRORX sectors, or SRORX dividends.

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