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SROAX
Mutual Fund ticker: NASDAQ
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SROAX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Costco Wholesale Corp (NASDAQ:COST), Merck & Co (NYSE:MRK), TJX Companies (NYSE:TJX).

Industry description

The investment seeks long-term capital appreciation. 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.

Market Cap

The average market capitalization across the Calamos Antetokounmpo Sustainable Eqs A MF is 1.37T. The market cap for tickers in the group ranges from 113.63B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is TJX at 113.63B.

Volume

The average weekly volume growth across all stocks in the Calamos Antetokounmpo Sustainable Eqs A MF was 70%. For the same stocks of the MF, the average monthly volume growth was 68% and the average quarterly volume growth was 10%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 59
P/E Growth Rating: 63
Price Growth Rating: 42
SMR Rating: 26
Profit Risk Rating: 16
Seasonality Score: 13 (-100 ... +100)
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General Information

Category LargeBlend

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