Revisor WFS BRI Grwth Pin S Md Cp US (S:0P0001YPUX)
44.62
+0.14
(+0.32%)
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 February 24, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| MongoDB, Inc. | 5.80% | 305.37 | -11.37% |
| Strategy, Inc. | 5.05% | 123.71 | -5.60% |
| Datadog, Inc. | 4.70% | 102.62 | -11.28% |
| Trimble, Inc. | 4.38% | 65.42 | -3.25% |
| Teradyne, Inc. | 4.35% | 318.50 | -1.95% |
| Cognex Corp. | 4.15% | 56.47 | 0.79% |
| Tyler Technologies, Inc. | 4.15% | 317.43 | 0.13% |
| Teledyne Technologies, Inc. | 4.15% | 672.42 | 0.55% |
| Universal Display Corp. | 3.85% | 102.09 | -1.90% |
| Motorola Solutions, Inc. | 3.75% | 465.03 | 0.49% |
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 | -- |