PMC Sustainable - Moderate TS (S:0P0001SQFY)
21.26
+0.18
(+0.83%)
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 20, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 9 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Neuberger Municipal Impact Fund Inst | 33.88% | 16.29 | 0.18% |
| Parnassus Core Equity Fund Institutional | 15.92% | 57.76 | 1.24% |
| Goldman Sachs JUST US Large Cap Equity ETF | 15.92% | 101.15 | 1.21% |
| Parnassus Mid Cap Fund Institutional | 9.90% | 40.76 | 1.47% |
| Hartford Schroders International Stock Fund I | 5.71% | 22.59 | 1.39% |
| Impax International Sustainable Economy Fund Inst | 5.61% | 13.11 | 1.31% |
| RBC Emerging Markets Equity Fund I | 5.61% | 19.07 | 0.85% |
| Vanguard Limited-Term Tax-Exempt Fund Admiral | 4.90% | 10.99 | 0.09% |
| Impax Small Cap Fund Institutional | 2.55% | 20.27 | 2.79% |
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 | -- |