BTW Large Cap Core Impact (S:0P00006VLA)
417.84
0.00 (0.00%)
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 |
|---|---|---|---|
| Alphabet, Inc. | 8.29% | 330.36 | 1.51% |
| Microsoft Corp. | 8.00% | 478.70 | 0.12% |
| NVIDIA Corp. | 6.98% | 185.93 | 0.48% |
| Apple, Inc. | 5.63% | 259.97 | 0.36% |
| JPMorgan Chase & Co. | 4.18% | 329.59 | -0.06% |
| Applied Materials, Inc. | 3.50% | 299.10 | 6.20% |
| Visa, Inc. | 2.84% | 349.92 | -0.66% |
| Chubb Ltd. | 2.56% | 308.77 | -1.35% |
| KLA Corp. | 2.48% | 1398.93 | 5.61% |
| Cisco Systems, Inc. | 2.38% | 74.25 | 0.39% |
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 | -- |