BTW SMID Cap Impact (S:0P0001YIGO)
56.31
+0.52
(+0.93%)
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 03, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Cboe Global Markets, Inc. | 2.25% | 289.95 | 3.45% |
| IDEX Corp. | 2.24% | 190.47 | -0.79% |
| TopBuild Corp. | 2.23% | 356.91 | -3.32% |
| Cincinnati Financial Corp. | 2.21% | 158.41 | 0.48% |
| STERIS Plc (Ireland) | 2.13% | 218.71 | -0.56% |
| Jones Lang LaSalle, Inc. | 2.10% | 306.05 | 0.10% |
| Donaldson Co., Inc. | 2.06% | 85.23 | -0.96% |
| Teradyne, Inc. | 2.02% | 309.61 | -0.83% |
| Jack Henry & Associates, Inc. | 2.00% | 157.48 | 1.19% |
| Qualys, Inc. | 1.97% | 88.36 | 2.50% |
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 | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |