Sage Sustainable Moderate ETF Model (S:0P0001NMN5)
12.18
+0.20
(+1.70%)
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 06, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| iShares MBS ETF | 15.84% | 94.76 | -0.11% |
| iShares ESG Aware USD Corporate Bond ETF | 13.74% | 23.14 | 0.00% |
| TCW Engine No 1 Transform 500 ETF | 8.91% | 77.20 | 0.21% |
| State Street SPDR S&P 500 ESG ETF | 8.13% | 64.00 | 0.47% |
| Vanguard ESG US Stock ETF | 7.55% | 113.60 | 0.19% |
| iShares ESG Aware 1-5 Year USD Corporate Bond ETF | 7.11% | 25.00 | 0.00% |
| Nuveen ESG Large-Cap Value ETF | 6.80% | 46.12 | 0.27% |
| Nuveen ESG Small-Cap ETF | 6.03% | 45.46 | -0.13% |
| Janus Henderson Mortgage-Backed Securities ETF | 5.73% | 45.34 | -0.01% |
| iShares ESG Aware MSCI USA ETF | 5.56% | 143.16 | 0.32% |
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 | -- |