Morningstar

Calamos Antetokounmpo Global Sus Eqs ETF SROI

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub

Morningstar’s Analysis SROI

Will SROI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SROI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SROI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SROI’s parent organization’s priorities and whether they’re in line with investors’ interests.

Calamos Antetokounmpo Global Sus Eqs ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SROI

More SROI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.71 554,732
Technology

Alphabet Inc Class A

4.50 530,916
Communication Services

Apple Inc

4.04 476,362
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.83 451,639
Technology

Usd

2.83 332,961
Cash and Equivalents

NVIDIA Corp

2.40 283,188
Technology

SAP SE

1.85 218,236
Technology

Visa Inc Class A

1.58 186,500
Financial Services

TJX Companies Inc

1.47 172,695
Consumer Cyclical

Novo Nordisk AS Class B

1.41 166,253
Healthcare

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