Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.35% -0.06% 44.81M 6667.30
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.74% 29.00% 3.276M

Basic Info

Investment Strategy
The Fund seeks to achieve long-term capital appreciation. Under normal circumstances, the Fund will invest at least 80% of its net assets, plus borrowings for investment purposes, in US-listed equity securities of Climate Solution Companies that are primarily focused on building solutions to address climate change.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Other
Peer Group Specialty/Miscellaneous Funds
Global Macro Equity Other
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Specialty/Miscellaneous Funds
Fund Owner Firm Name Carbon Collective
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
14.56%
3.90%
21.80%
12.16%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
21.09%
2.93%
--
--
10.39%
-27.44%
22.20%
19.40%
8.22%
1.46%
--
--
0.00%
-28.16%
17.95%
16.04%
10.41%
0.34%
--
--
--
--
--
15.65%
7.50%
7.36%
As of February 21, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.38%
Stock 99.30%
Bond 0.31%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks to achieve long-term capital appreciation. Under normal circumstances, the Fund will invest at least 80% of its net assets, plus borrowings for investment purposes, in US-listed equity securities of Climate Solution Companies that are primarily focused on building solutions to address climate change.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Other
Peer Group Specialty/Miscellaneous Funds
Global Macro Equity Other
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Specialty/Miscellaneous Funds
Fund Owner Firm Name Carbon Collective
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders