Calamos Antetokounmpo Sustainable Eqs C (SROCX)
| Fund Assets | 4.81M |
| Expense Ratio | n/a |
| Min. Investment | $2,500 |
| Turnover | 20.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 13.63 |
| YTD Return | 9.35% |
| 1-Year Return | 8.65% |
| 5-Year Return | n/a |
| 52-Week Low | 10.66 |
| 52-Week High | 13.63 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About SROCX
Calamos Antetokounmpo Sustainable Equities Fund Class C is a mutual fund focused on U.S. equities, managed by Calamos Antetokounmpo Asset Management. The fund seeks to invest primarily in high-quality companies that demonstrate strong financial performance while addressing nonfinancial risks related to governance, ecological impact, and human development. By integrating environmental, social, and governance (ESG) criteria into its investment process, the fund aims to identify businesses contributing to a more sustainable world and improved conditions for society. Targeted as a core U.S. equity allocation, the fund is designed for investors interested in achieving above-average returns with potentially lower volatility, leveraging a portfolio of companies aligned with sustainability principles. The fund’s management team has a longstanding, consistent ESG process and a commitment to positive societal outcomes, with a portion of profits designated for charitable causes. With annual operating expenses capped at 2.10% for this class, the fund offers annual dividend and capital gain distributions and maintains a diversified portfolio across market capitalizations, underscoring its role as a forward-looking, socially responsible investment option in the equity mutual fund space.
Performance
SROCX had a total return of 8.65% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.83%.