Morningstar ESG Aggressive Growth (S:0P0001HDC6)
19.42
-1.40
(-6.73%)
USD |
Mar 31 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 |
|---|---|---|---|
| Xtrackers MSCI USA Selection Equity ETF | 22.00% | 60.45 | 0.46% |
| DFA International Sustainability Core 1 Portfolio | 15.00% | 16.07 | 0.31% |
| Parnassus Core Equity Fund Institutional | 14.00% | 53.64 | 0.51% |
| Calvert US Large-Cap Value Responsible Index Fd I | 9.50% | 35.00 | 0.52% |
| iShares ESG Aware MSCI USA Small-Cap ETF | 8.50% | 47.57 | -0.50% |
| Brown Advisory Sustainable Growth Fund Inst | 7.50% | 40.66 | 0.37% |
| Touchstone Non-US Equity Fund Y | 6.00% | 32.43 | 0.62% |
| RBC Emerging Markets Equity Fund I | 5.50% | 17.26 | 0.70% |
| iShares ESG Aware MSCI EM ETF | 4.00% | 45.42 | -0.68% |
| Nuveen ESG Mid-Cap Value ETF | 2.00% | 39.27 | -0.23% |
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 | -- |