Sage Moderate Growth ETF Model (S:0P0001MRR9)
32.54
+0.47
(+1.47%)
USD |
Feb 28 2026
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 April 01, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Growth ETF | 11.21% | 99.02 | 1.13% |
| iShares Core S&P 500 ETF | 10.62% | 657.81 | 0.70% |
| State Street SPDR Portfolio Devt World ex-US ETF | 8.85% | 46.40 | 1.64% |
| iShares MBS ETF | 8.00% | 94.73 | -0.23% |
| Janus Henderson Mortgage-Backed Securities ETF | 7.95% | 45.18 | -0.20% |
| iShares Core MSCI EAFE ETF | 5.07% | 91.97 | 1.59% |
| iShares Core MSCI Emerging Markets ETF | 5.05% | 70.37 | 0.89% |
| State Street SPDR S&P Bank ETF | 4.87% | 60.12 | 0.96% |
| iShares 20+ Year Treasury Bond ETF | 4.68% | 86.34 | -0.40% |
| Invesco S&P 500 Eql Wght Industrials ETF | 4.48% | 57.58 | 0.00% |
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 | -- |
| Attributes | |
| Socially Responsible Fund | -- |