Morningstar ETF Aggressive Growth (S:0P0000UDGQ)
38.54
+0.27
(+0.72%)
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 13, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Vanguard Total Stock Market Index Fund ETF | 47.50% | 342.12 | -0.27% |
| Vanguard Developed Markets Index Fund ETF | 19.50% | 64.60 | -0.49% |
| Vanguard Emerging Markets Stock Index Fund ETF | 6.50% | 56.02 | -0.48% |
| State Street SPDR Portfolio S&P 600 Small Cap ETF | 6.00% | 49.40 | 0.24% |
| VanEck Morningstar Wide Moat ETF | 4.00% | 106.48 | -0.78% |
| Vanguard Total Bond Market Index Fund ETF | 3.00% | 74.30 | 0.10% |
| Franklin FTSE United Kingdom ETF | 2.00% | 34.44 | -0.30% |
| Fidelity Tax-Exempt Money Market | 2.00% | 1.00 | 0.00% |
| iShares Latin America 40 ETF | 2.00% | 31.86 | -0.17% |
| Fidelity MSCI Health Care Index ETF | 1.50% | 74.73 | -1.02% |
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 | -- |