Winthrop Core Sector Aggressive Growth (S:0P0001INMC)
11.63
+0.26
(+2.32%)
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 January 12, 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 Information Technology Index Fund ETF | 28.72% | 764.88 | 0.38% |
| Vanguard Financials Index Fund ETF | 11.41% | 134.69 | -1.08% |
| State Street Com Svc Sel Sec SPDR ETF | 8.95% | 117.70 | -0.18% |
| State Street Cons Disc Sel Sect SPDR Income ETF | 8.30% | 124.95 | 0.43% |
| State Street Health Care Select Sector SPDR ETF | 7.54% | 156.28 | -0.65% |
| iShares Core MSCI EAFE ETF | 5.86% | 92.55 | 0.44% |
| State Street Industrial Select Sector SPDR ETF | 5.49% | 162.47 | 0.33% |
| State Street Cons Staples Sel Sec SPDR Inc ETF | 3.73% | 80.14 | 1.12% |
| iShares Core MSCI Emerging Markets ETF | 3.37% | 70.75 | 1.01% |
| State Street Energy Select Sector SPDR ETF | 3.26% | 46.36 | -0.66% |
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 | -- |