RhumbLine Russell 1000 Pooled Index (S:0P00003FO6)
78.92
+1.67
(+2.16%)
USD |
Oct 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 23, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Apple, Inc. | 5.10% | 248.35 | 0.00% |
| Microsoft Corp. | 4.66% | 466.79 | 3.47% |
| Amazon.com, Inc. | 3.46% | 239.06 | 2.01% |
| Meta Platforms, Inc. | 1.87% | 661.96 | 2.21% |
| Alphabet, Inc. | 1.63% | 330.25 | -0.09% |
| Alphabet, Inc. | 1.59% | 330.63 | -0.06% |
| Tesla, Inc. | 1.35% | 450.02 | 0.15% |
| Berkshire Hathaway, Inc. | 1.27% | 480.65 | -0.79% |
| JPMorgan Chase & Co. | 1.22% | 298.23 | -1.78% |
| Johnson & Johnson | 1.14% | 219.05 | 0.26% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |