Returns Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00

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

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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-17.44%
36.73%
64.59%
-10.15%
-36.34%
15.04%
8.36%
14.93%
-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
5.53%
28.53%
-11.88%
35.50%
55.92%
-5.00%
-43.62%
21.42%
19.65%
12.98%
-5.34%
31.02%
32.79%
13.49%
-34.23%
18.60%
7.17%
15.67%
--
--
--
--
--
--
--
8.65%
-13.03%
38.55%
55.93%
13.91%
-36.90%
20.49%
7.52%
14.44%
As of December 23, 2025.

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 --

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
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Top 10 Holdings

Name % Weight Price % Change
Taiwan Semiconductor Manufacturing Co., Ltd. 7.00% 17.24 0.00%
Spotify Technology SA 5.79% 579.35 0.10%
ASML Holding NV 4.94% 1069.00 0.59%
Advantest Corp. 4.66% 129.83 0.00%
Adyen NV 4.45% 1576.00 -3.73%
MercadoLibre, Inc. 4.02% 1994.24 0.03%
Sea Ltd. (Singapore) 3.63% 125.83 0.84%
Atlas Copco AB 3.25% 18.48 -0.11%
AIA Group Ltd. 2.84% 10.35 -0.38%
Hermes International SA 2.62% 2465.70 -0.63%

Fees & Availability

Fees
Negotiable Fee --
Maximum Management Fee --
Prospectus Custodian Fee --
Purchase Details
Open to New Investors --

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

View Basic Info
Start Trial

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 --

Top Portfolio Holders