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 63 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2023-02-03.
SROIX performance shows a YTD return of 11.29%. The 1-year return is 13.42%. SROIX dividend yield stands at 3.30%, paid annually.
SROIX top holdings include Alphabet Inc (7.3%), Nvidia Corp (6.1%), Microsoft Corp (6.0%), Apple, Inc (5.9%), Amazon.Com Inc (4.1%). 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.