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 March 03, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| MongoDB, Inc. | 5.80% | 252.07 | -22.44% |
| Strategy, Inc. | 5.05% | 132.65 | -3.63% |
| Datadog, Inc. | 4.70% | 111.69 | 0.52% |
| Trimble, Inc. | 4.38% | 69.18 | 1.13% |
| Teradyne, Inc. | 4.35% | 304.32 | -6.60% |
| Cognex Corp. | 4.15% | 53.58 | -0.47% |
| Tyler Technologies, Inc. | 4.15% | 367.37 | 3.60% |
| Teledyne Technologies, Inc. | 4.15% | 685.83 | -0.40% |
| Universal Display Corp. | 3.85% | 103.74 | -3.59% |
| Motorola Solutions, Inc. | 3.75% | 480.22 | -1.21% |
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 | -- |