MENU
+Compare
SRORX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$12.64
Change
-$0.35 (-2.69%)
Net Assets
4.72M

SRORX Calamos Antetokounmpo Sustainable Eqs R6 Forecast, Technical & Fundamental Analysis

Category LargeBlend
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 R6 MF is 1.34T. The market cap for tickers in the group ranges from 113.63B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is TJX at 113.63B.

Volume

The average weekly volume growth across all stocks in the Calamos Antetokounmpo Sustainable Eqs R6 MF was 13%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was -42%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 58
Price Growth Rating: 35
SMR Rating: 26
Profit Risk Rating: 14
Seasonality Score: -12 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PGHAX67.280.14
+0.21%
Putnam Global Health Care R6
NUGIX35.34-0.12
-0.34%
Nuveen Global Dividend Growth I
GPGOX3.45-0.02
-0.58%
Grandeur Peak Global Opportunities Inv
TCLCX21.06-0.14
-0.66%
Nuveen Large Cap Value A
JOPPX56.82-0.57
-0.99%
Johnson Opportunity

SRORX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SRORX has been closely correlated with VFFSX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if SRORX jumps, then VFFSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SRORX
1D Price
Change %
SRORX100%
-0.46%
VFFSX - SRORX
96%
Closely correlated
-0.39%
VTSMX - SRORX
96%
Closely correlated
-0.49%
VITSX - SRORX
96%
Closely correlated
-0.48%
VTSAX - SRORX
96%
Closely correlated
-0.49%
VSTSX - SRORX
96%
Closely correlated
-0.49%
More