Calamos Antetokounmpo Global Sustainable Equities ETF

Frequently Asked Questions About SROI

What does SROI invest in?

This fund aims to identify and invest in top-tier growth companies worldwide. It achieves this by employing a distinctive and integrated investment strategy, which combines in-depth fundamental analysis with a strong commitment to sustainable practices. The selection process considers businesses of all sizes, operating across both established and developing global markets.

What is the expense ratio of SROI?

Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) charges an expense ratio of 0.95%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SROI?

Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) manages $18.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is SROI actively managed or an index fund?

SROI's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was SROI launched?

Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) launched in February 2023 and is managed by Calamos.

How has SROI performed?

SROI's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.