Winthrop Core Aggressive Growth (S:0P0001INM2)
11.65
+0.20
(+1.75%)
USD |
Jun 30 2024
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 March 03, 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 |
|---|---|---|---|
| Vanguard Growth Index Fund ETF | 18.15% | 459.70 | -0.55% |
| Vanguard Value Index Fund ETF | 17.88% | 204.73 | -1.01% |
| Schwab US Dividend Equity ETF | 10.53% | 31.59 | -0.85% |
| Schwab US Large-Cap ETF | 10.20% | 26.86 | -0.79% |
| iShares Core MSCI EAFE ETF | 10.02% | 93.68 | -2.84% |
| iShares MSCI USA Min Vol Factor ETF | 9.73% | 97.31 | -0.38% |
| iShares Core MSCI Emerging Markets ETF | 6.65% | 72.01 | -4.53% |
| Vanguard Small-Cap Growth Index Fund ETF | 5.85% | 317.67 | -1.63% |
| Invesco S&P 500 Eql Wght ETF | 4.94% | 202.69 | -0.93% |
| Bitwise Bitcoin ETF | 4.34% | 37.19 | -0.99% |
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 | -- |