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About Calamos ETF Trust Calamos Antetokounmpo Global Sustainable Equities ETF
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Inception date
Feb 3, 2023
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Distributor
Foreside Fund Services LLC
SROI aims for capital appreciation by investing in companies throughout the world that are believed to have a competitive advantage or company appreciation of ESG risks and opportunities. In constructing the portfolio, the advisor seeks responsible companies with attractive financial attributes. Stock selection is based on a proprietary ESG rating system, incorporating both quantitative and qualitative factors. The ESG assessment involves a three-pronged process that includes exclusionary screens, materiality assessments, and environmental and social impact scoring. The funds adviser utilizes fundamental research, corporate disclosures, and third-party data to select stocks considered to have above average growth potential. The process also considers a companys position on governance, human development, and ecological impact. The fund maintains at least 40% exposure to emerging markets. Yet, as an actively managed fund, the advisors have full discretion in investment decisions.
Classification
What's in the fund
Exposure type
Electronic Technology
Technology Services
Finance
Health Technology
Stock breakdown by region
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