Revisor WFS BRI Grwth Pin S Md Cp US (S:0P0001YPUX)
43.32
+0.13
(+0.30%)
USD |
Dec 31 2025
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 |
|---|---|---|---|
| MongoDB, Inc. | 5.80% | 251.93 | 2.93% |
| Strategy, Inc. | 5.05% | 123.18 | -1.30% |
| Datadog, Inc. | 4.70% | 121.01 | 2.51% |
| Trimble, Inc. | 4.38% | 65.32 | 0.14% |
| Teradyne, Inc. | 4.35% | 313.99 | 5.91% |
| Cognex Corp. | 4.15% | 49.68 | 1.41% |
| Tyler Technologies, Inc. | 4.15% | 335.87 | -1.90% |
| Teledyne Technologies, Inc. | 4.15% | 618.77 | 2.27% |
| Universal Display Corp. | 3.85% | 90.19 | -1.60% |
| Motorola Solutions, Inc. | 3.75% | 435.64 | 0.38% |
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 | -- |