Stance Equity ESG Large Cap Core (S:0P00019O4M)
65.93
+0.41
(+0.63%)
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 20, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Apple, Inc. | 3.94% | 246.52 | -3.53% |
| Delta Air Lines, Inc. | 3.67% | 67.47 | -4.20% |
| IDEXX Laboratories, Inc. | 3.64% | 686.02 | -4.10% |
| The TJX Cos., Inc. | 3.58% | 156.04 | -0.85% |
| AutoZone, Inc. | 3.56% | 3570.60 | 1.38% |
| O'Reilly Automotive, Inc. | 3.44% | 95.26 | 0.60% |
| United Airlines Holdings, Inc. | 3.37% | 108.52 | -4.38% |
| Motorola Solutions, Inc. | 3.35% | 391.22 | -2.34% |
| The J. M. Smucker Co. | 3.33% | 103.22 | 1.15% |
| Autodesk, Inc. | 3.27% | 253.87 | -4.45% |
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 | -- |