Wellington Emerging Companies (S:0P00006V8X)
610.73
+9.80
(+1.63%)
USD |
Dec 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 09, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Solaris Energy Infrastructure, Inc. | 2.42% | 50.53 | -1.10% |
| Artivion, Inc. | 2.10% | 44.84 | -0.47% |
| Blue Bird Corp. | 2.10% | 47.87 | 1.72% |
| CECO Environmental Corp. | 2.10% | 60.89 | 3.43% |
| REV Group, Inc. | 1.83% | 66.14 | 1.66% |
| Barrett Business Services, Inc. | 1.79% | 37.85 | 1.99% |
| Napco Security Technologies, Inc. | 1.69% | 42.27 | 2.85% |
| Enova International, Inc. | 1.66% | 164.78 | 0.91% |
| Select Water Solutions, Inc. | 1.63% | 11.24 | 4.41% |
| WisdomTree, Inc. | 1.62% | 13.15 | -0.15% |
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 | |
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 | -- |