SROI – Calamos Antetokounmpo Global Sus Eqs ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund is an actively managed exchange-traded fund ("ETF") that does not seek to replicate the performance of a specified index. 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 companies in developed markets (including the U.S.) and emerging markets (including frontier market countries) that, in the view of Calamos Advisors LLC's ("Calamos Advisors") investment team (the "Team"), have above average growth potential and meet the sustainable investment criteria.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SROI	Calamos Antetokounmpo Global Sustainable Equities ETF	ETF	Open			Feb 2, 2023	$16.97M	0.950%	—	—	−$2.06M

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