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SROCX
Mutual Fund ticker: NASDAQ
AS OF
Mar 1 closing price
Price
$11.54
Change
-$0.00 (-0.00%)
Net Assets
3.73M

SROCX Price Prediction, Calamos Antetokounmpo Sustainable Eqs C AI Recommendations

Mutual Fund market charts, price targets, analyst ratings and a financial calendar

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Unitedhealth Group (NYSE:UNH), Costco Wholesale Corp (NASDAQ:COST), Merck & Co (NYSE:MRK), Intuit (NASDAQ:INTU), 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 C MF is 644.54B. The market cap for tickers in the group ranges from 112.27B to 3.09T. MSFT holds the highest valuation in this group at 3.09T. The lowest valued company is TJX at 112.27B.

Volume

The average weekly volume growth across all stocks in the Calamos Antetokounmpo Sustainable Eqs C MF was 35%. For the same stocks of the MF, the average monthly volume growth was -35% and the average quarterly volume growth was 34%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 44
Price Growth Rating: 35
SMR Rating: 41
Profit Risk Rating: 25
Seasonality Score: 35 (-100 ... +100)
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A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
United States
Phone
N/A
Web
N/A
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SROCX and

Correlation & Price change

A.I.dvisor indicates that over the last year, SROCX has been closely correlated with VTSAX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if SROCX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SROCX
1D Price
Change %
SROCX100%
+0.61%
VTSAX - SROCX
93%
Closely correlated
+0.80%
VITSX - SROCX
92%
Closely correlated
+0.80%
VSTSX - SROCX
92%
Closely correlated
+0.80%
VSMPX - SROCX
92%
Closely correlated
+0.80%
VTSMX - SROCX
92%
Closely correlated
+0.80%