ESG Balanced Fund
Balanced • Medium Risk
Current NAV
$22.1500
Change
+0.00%
Min Investment
$150
Plan Overview
Medium RiskNAV
$22.1500
1Y Return
+0.00%
Min Investment
$150.00
Management Fee
0.70%
Balanced portfolio with environmental, social, and governance focus
Performance
Holdings Breakdown
Technology
Tesla, Apple, Microsoft
45.2%
$2.3M
Energy
Renewable energy companies
28.7%
$1.5M
Automotive
EV manufacturers
26.1%
$1.3M
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Plan Details
Type:
Mutual_fund
Category:
Balanced
Risk Level:
Medium
Expense Ratio:
0.70%
Total Assets:
$2,100,000
Inception:
Jul 2021
Recent Activity
No recent activity