Estabrook Socially Responsible Investing (S:0P0000I4V6)
64.33
-0.13
(-0.20%)
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 10, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| UnitedHealth Group, Inc. | 4.64% | 344.04 | -0.81% |
| JPMorgan Chase & Co. | 4.12% | 329.23 | -0.17% |
| Microsoft Corp. | 4.07% | 479.28 | 0.24% |
| Cisco Systems, Inc. | 3.68% | 73.87 | -0.12% |
| Intel Corp. | 3.66% | 45.56 | 10.82% |
| Apple, Inc. | 3.15% | 259.35 | 0.12% |
| NextEra Energy, Inc. | 3.05% | 79.92 | 0.54% |
| Norfolk Southern Corp. | 2.96% | 287.12 | -0.90% |
| Waste Management, Inc. | 2.95% | 220.89 | 1.39% |
| AT&T, Inc. | 2.90% | 23.99 | -0.74% |
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 | -- |