BTW Large Cap Core Impact (S:0P00006VLA)
425.72
+1.19
(+0.28%)
USD |
Feb 28 2026
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 April 07, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Alphabet, Inc. | 8.29% | 302.81 | 0.94% |
| Microsoft Corp. | 8.00% | 370.95 | -0.52% |
| NVIDIA Corp. | 6.98% | 176.30 | -0.75% |
| Apple, Inc. | 5.63% | 251.98 | -2.66% |
| JPMorgan Chase & Co. | 4.18% | 297.15 | 0.58% |
| Applied Materials, Inc. | 3.50% | 349.64 | -0.85% |
| Visa, Inc. | 2.84% | 302.12 | -0.40% |
| Chubb Ltd. | 2.56% | 327.72 | 0.25% |
| KLA Corp. | 2.48% | 1525.36 | -0.95% |
| Cisco Systems, Inc. | 2.38% | 80.51 | 0.09% |
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 | -- |