Morningstar ESG Aggressive Growth (S:0P0001HDC6)
20.01
+0.21
(+1.05%)
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 |
|---|---|---|---|
| Xtrackers MSCI USA Selection Equity ETF | 22.00% | 64.97 | 0.24% |
| DFA International Sustainability Core 1 Portfolio | 17.00% | 16.64 | 0.54% |
| Parnassus Core Equity Fund Institutional | 14.00% | 57.91 | 0.31% |
| Calvert US Large-Cap Value Responsible Index Fd I | 9.50% | 35.45 | -0.28% |
| iShares ESG Aware MSCI USA Small-Cap ETF | 8.50% | 48.69 | 0.25% |
| Brown Advisory Sustainable Growth Fund Inst | 7.00% | 46.62 | -0.19% |
| RBC Emerging Markets Equity Fund I | 6.00% | 17.83 | 0.96% |
| Domini Impact International Equity Fund Inst | 4.00% | 11.66 | 0.34% |
| iShares ESG Aware MSCI EM ETF | 4.00% | 46.40 | -0.75% |
| Nuveen Core Impact Bond Fund R6 | 2.00% | 9.13 | -0.11% |
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 | -- |