First Affirmative Aggressive (S:0P0001KSU1)
16.32
+0.07
(+0.44%)
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 May 29, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Nuveen Large Cap Responsible Equity Fund R6 | 26.74% | 31.82 | 0.28% |
| Impax Large Cap Fund Institutional | 12.82% | 11.50 | 1.05% |
| Parnassus Core Equity Fund Institutional | 8.36% | 59.59 | 0.62% |
| RBC Emerging Markets Equity Fund I | 7.10% | 21.28 | 0.38% |
| Praxis Value Index Fund I | 6.78% | 21.69 | 0.00% |
| Calvert Equity Fund I | 5.27% | 76.92 | 1.36% |
| Domini Impact International Equity Fund Y | 4.88% | 12.41 | -0.24% |
| Parnassus Value Equity Fund Institutional | 3.51% | 62.44 | 0.16% |
| Calvert International Equity Fund I | 3.11% | 28.65 | 0.10% |
| RBC BlueBay Impact Bond Fund I | 3.10% | 8.48 | 0.24% |
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 | -- |
| 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 | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | -- |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | -- |
| Socially Responsible Fund | -- |