CVRT ETF
Calamos Convertible Equity Alternative ETF
CVRT ETF Overview
CVRT ETF (Calamos Convertible Equity Alternative ETF) is managed by Calamos Asset Management with $41.4M in net assets. CVRT expense ratio is 0.69%, holding 105 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2023-10-04.
CVRT performance shows a YTD return of 20.25%. The 1-year return is 30.46%. CVRT dividend yield stands at 1.54%, paid monthly.
CVRT top holdings include Lumentum Holdings Inc (5.4%), Alphabet Inc Prf Perpetual Usd 1000 - 1/20Th Int Ser A (5.0%), Alphabet Inc Prf Perpetual Usd 1000 - 1/20Th Int Ser B (5.0%), The Boeing Co., Preferred 6.00% (4.8%), Super Micro Computer Inc Common Stock USD.001 (4.0%). Go to all CVRT holdings, CVRT sectors, or CVRT dividends.
CVRT can be compared against other funds. Use CVRT overlap to find shared positions, or CVRT vs another fund for a side-by-side view. CVRT alternatives are available via the screener, along with tax-loss harvesting opportunities.