ESGEX : Reynders McVeigh Core Equity Fund Institutional Shares

ESGEX is a US Stocks Market Large Growth with MODERATE fees.

ESGEX

Reynders McVeigh Core Equity Fund Institutional Shares

FI Score

25 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

25% FI Score
  • esgex
  • Mutual Fund
  • US Stocks
  • Large Growth

Reynders McVeigh Core Equity Fund Institutional Shares

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks capital preservation and long-term capital growth. The fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities. As part of its principal investment strategy, and under normal market conditions, the manager expects to invest at least 60% of its net assets in domestic equity securities with market capitalizations of $15 billion or more, and expects to invest at least 15% of its net assets in equity securities of companies located in developed foreign markets across any market capitalization and ADRs.

Largest Holdings

Amount Holding
3.73% Teladoc Health Inc
3.51% Mastercard Inc A
3.50% Abbott Laboratories
3.39% Koninklijke DSM NV
3.38% Becton, Dickinson and Co
3.28% Rockwell Automation Inc
3.02% CVS Health Corp
3.00% Danaher Corp
2.98% Analog Devices Inc
2.91% NVIDIA Corp
2.81% Kerry Group PLC Class A
2.81% Alphabet Inc Class C
2.75% Microsoft Corp
2.74% Canadian National Railway Co
2.59% Apple Inc
2.50% Fiserv Inc
2.50% AptarGroup Inc
2.50% The Walt Disney Co
2.32% BillerudKorsnas AB
2.31% MarketAxess Holdings Inc
2.19% PayPal Holdings Inc
2.17% Tomra Systems ASA
2.12% Nike Inc B
2.10% Unilever PLC ADR
2.09% Orsted A/S

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