Morningstar ETF Aggressive Growth-TaxSen (S:0P00019HJH)
27.13
+0.20
(+0.73%)
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 12, 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% | 343.08 | 0.20% |
| Vanguard Developed Markets Index Fund ETF | 19.00% | 64.93 | 0.62% |
| Vanguard Emerging Markets Stock Index Fund ETF | 6.50% | 56.29 | 1.55% |
| State Street SPDR Portfolio S&P 600 Small Cap ETF | 5.50% | 49.32 | 0.12% |
| VanEck Morningstar Wide Moat ETF | 4.00% | 107.34 | 0.08% |
| Franklin FTSE United Kingdom ETF | 2.00% | 34.54 | 0.49% |
| Fidelity MSCI Information Technology Index ETF | 2.00% | 228.24 | 0.47% |
| JPMorgan Municipal ETF | 2.00% | 50.74 | 0.00% |
| Schwab Government Money Fund Sweep | 2.00% | 1.00 | 0.00% |
| Vanguard Communication Services Index Fund ETF | 2.00% | 195.29 | -0.08% |
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 | -- |