Morningstar

Calamos Antetokounmpo Global Sustainable Equities ETF SROI

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

Morningstar’s Analysis SROI

Will SROI outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calamos Antetokounmpo Global Sus Eqs ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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 30.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

5.42 1M
Communication Services

Apple Inc

4.35 828,563
Technology

NVIDIA Corp

4.21 801,431
Technology

Microsoft Corp

3.89 740,643
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.37 642,915
Technology

Amazon.com Inc

2.66 507,331
Consumer Cyclical

SK hynix Inc

1.77 336,366
Technology

Visa Inc Class A

1.67 319,050
Financial Services

Broadcom Inc

1.56 297,013
Technology

Applied Materials Inc

1.55 295,203
Technology

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