Forefront Impact Resiliency Strategy (S:0P0001HRFX)
18.28
+0.18
(+1.02%)
USD |
Oct 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.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| iShares ESG Aware MSCI EAFE ETF | 15.88% | 98.00 | -0.58% |
| Calvert Short Duration Income Fund I | 14.56% | 15.96 | -0.06% |
| Calvert Balanced Fund I | 11.20% | 49.15 | 0.04% |
| Calvert Core Bond Fund I | 10.97% | 15.99 | -0.12% |
| Calvert Flexible Bond Fund I | 10.15% | 14.99 | -0.07% |
| Nuveen ESG Large-Cap Value ETF | 10.02% | 46.53 | 0.00% |
| iShares ESG Aware MSCI EM ETF | 7.92% | 46.37 | -0.81% |
| Parnassus Core Equity Fund Institutional | 4.96% | 57.91 | 0.31% |
| FlexShares STOXX Global ESG Select Index Fund | 4.44% | 208.87 | 0.20% |
| Calvert Ultra-Short Duration Income Fund I | 4.35% | 9.93 | 0.00% |
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 | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |