SRIFX : FundX Sustainable Impact Fund

SRIFX is a US Stocks Market Large Growth with HIGH fees.

SRIFX

FundX Sustainable Impact Fund

FI Score

18 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

8 /10

Market Size

0 /10

18% FI Score
  • srifx
  • Mutual Fund
  • US Stocks
  • Large Growth

FundX Sustainable Impact Fund

Expenses: 1.36% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks long-term capital appreciation. The fund is a fund-of-funds, which invests in mutual funds and ETFs ("underlying funds"). It seeks to invest substantially all and, under normal circumstances, at least 80% of its net assets, plus borrowings for investment purposes, in sustainable impact investments. Sustainable impact investing incorporates non-financial performance indicators that measure a company's management of risks associated with environmental sustainability, social concerns, and corporate governance ("ESG Factors") in an effort to generate long-term competitive investment performance and positive societal impact.

Largest Holdings

Amount Holding
14.00% Invesco QQQ Trust
12.94% Calvert Equity I
10.73% Vanguard US Growth Admiral™
9.18% Polen Growth Institutional
8.02% Brown Advisory Sustainable Growth I
7.21% iShares MSCI Global Impact ETF
6.93% AB Large Cap Growth Advisor
6.85% Laudus US Large Cap Growth
6.69% Akre Focus Instl
4.00% Core Alternative ETF
3.91% Amplify BlackSwan Gr & Trsry Cor ETF
3.88% Fidelity® Select Health Care
2.99% AGFiQ US Market Neutral Anti-Beta
2.46% Morgan Stanley Inst Global Opp A

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo