ESG Balanced Fund
Balanced · Medium Risk
Current NAV
$22.1500
Return
+0.00%
Overview
MediumNAV
$22.15
1Y Return
+0.00%
Min
$150
Fee
0.70%
Balanced portfolio with environmental, social, and governance focus
Performance
Holdings Breakdown
Technology
Tesla, Apple, Microsoft
45.2%
Energy
Renewable energy
28.7%
Automotive
EV manufacturers
26.1%
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Plan Details
Type
Mutual_fund
Category
Balanced
Expense Ratio
0.70%
Assets
$2,100,000
Recent Activity
No activity