Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Fund (SROCX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
12.62
+0.10 (0.80%)
Dec 23, 2024, 4:00 PM EST
16.10%
Fund Assets 4.76M
Expense Ratio n/a
Min. Investment $0.00
Turnover n/a
Dividend (ttm) n/a
Dividend Yield n/a
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date n/a
Previous Close 12.52
YTD Return 15.46%
1-Year Return 16.10%
5-Year Return n/a
52-Week Low 10.75
52-Week High 12.93
Beta (5Y) n/a
Holdings n/a
Inception Date n/a

About SROCX

The fund will, under normal circumstances, invest at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities of issuers domiciled in the U.S. that, in the view of the subadviser, have above average growth potential and meet the environmental, social and governance ("ESG") criteria. The fund may invest up to 20% of its net assets in American Depositary Receipts ("ADRs"), which are securities representing equity ownership in foreign issuers. The fund may invest in companies of any size and seeks diversification by economic sector.

Fund Family Calamos
Stock Exchange NASDAQ
Ticker Symbol SROCX

Performance

SROCX had a total return of 16.10% in the past year. Since the fund's inception, the average annual return has been 17.37%, including dividends.