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
2019
2020
2021
2022
2023
2024
2025
YTD
17.92%
12.01%
8.30%
-17.32%
14.10%
7.29%
17.73%
3.77%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
0.68%
22.10%
10.76%
17.02%
-15.72%
16.67%
12.28%
18.07%
--
22.72%
10.86%
16.64%
-17.68%
18.54%
12.68%
19.51%
--
22.68%
11.18%
16.64%
-17.74%
18.45%
12.64%
19.51%
--
21.31%
-2.50%
12.93%
-17.14%
2.88%
11.22%
3.12%
--
As of April 03, 2026.

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 --
Bond
Yield to Maturity --
Effective Duration --
Average Coupon --
Calculated Average Quality --
Effective Maturity --
Nominal Maturity --
Number of Bond 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
Barclays Bank Plc_99s2bd1o5
14.55% -- --
Goldman Sachs International_99s26ljo4
6.81% -- --
United States Treasury Notes 1.875%
4.86% -- --
Ubs Ag_99s2bwr98
4.71% -- --
Ubs Ag_99s2axwu4
4.09% -- --
Barclays Bank Plc_99s2bxul5
3.96% -- --
Bnp Paribas Swap_99s26rm66
3.06% -- --
Bnp Paribas Sa Swap_99s2bxw33
2.96% -- --
Barclays Bank Plc_99s2bxuo9
2.94% -- --
Bmifl4t55 Trs Usd R E Bmifl4t55 Lumstruu_99s2aofl3
2.68% -- --

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

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 --
Bond
Yield to Maturity --
Effective Duration --
Average Coupon --
Calculated Average Quality --
Effective Maturity --
Nominal Maturity --
Number of Bond Holdings --

Fund Details

Key Dates
Inception Date --
Attributes
Socially Responsible Fund --

Top Portfolio Holders