Nasdaq - Delayed Quote USD

Calamos Antetokounmpo Sustainable Eqs C (SROCX)

12.32
-0.16
(-1.28%)
At close: 8:02:41 PM EDT

Fund Summary

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.

Calamos Antetokounmpo Sustainable Eqs C

United States

Fund Overview

Category Large Blend
Fund Family Calamos
Net Assets 4.12M
YTD Return -4.75%
Yield 0.00%
Morningstar Rating --
Inception Date Feb 03, 2023

Fund Operations

Last Dividend --
Last Cap Gain 17.00
Holdings Turnover 20.00%
Average for Category --

Fees & Expenses

Expense SROCX Category Average
Annual Report Expense Ratio (net) 2.10% 0.78%
Prospectus Net Expense Ratio 2.10% --
Prospectus Gross Expense Ratio 6.86% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Anthony S. Tursich, Lead Manager since February 03, 2023
"Anthony Tursich, CFA - Senior Vice President, Co-Portfolio Manager Tony Tursich contributes more than 25 years of experience in socially and environmentally responsible investing strategies. Together with Co-Portfolio Manager Jim Madden, Tony leads the firm’s Sustainable Equities Team. He joined Calamos Investments following its 2021 acquisition of Pearl Impact Capital, LLC, the company he founded in 2018, where he served as Chief Investment Officer and as portfolio manager since inception for three ESG-integrated portfolios. Prior to launching Pearl Impact Capital, Tony and Jim served as portfolio managers for Trillium ESG Global Equity Fund (PORTX), which was launched in 1999 at Portfolio 21 and acquired by Trillium Asset Management in 2014. Tony is an investment advisory board member for Multnomah County, Oregon, and a board member for the CFA Society of Portland. He graduated from Montana State University with a bachelor’s degree in Business Administration and received an MBA from Portland State University."

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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