Reynders McVeigh Core Equity Instl holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Reynders McVeigh Core Equity Fund Institutional Shares ESGEX
- NAV / 1-Day Return $21.60 / +0.09 %
- Fund Size $106.1M
- Adjusted Expense Ratio 0.950%
- Net Expense Ratio 0.950%
- Fee Level: Distribution Above Average
- Share Class Type Institutional
- Morningstar Category Global Large-Stock Growth
- Equity Style Box (Funds) Large Blend
- Minimum Initial Investment $1,000
- Investment Status Open
- TTM Yield 0.48%
- Turnover Ratio 16%
Morningstar’s Analysis ESGEX
Will ESGEX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 5.59 | 6M | Technology |
Microsoft Corp | 5.47 | 6M | Technology |
Apple Inc | 4.63 | 5M | Technology |
Alphabet Inc Class A | 3.89 | 4M | Communication Services |
Schneider Electric SE | 3.43 | 4M | Industrials |
Unilever PLC ADR | 3.18 | 3M | Consumer Defensive |
Rockwell Automation Inc | 3.15 | 3M | Industrials |
UL Solutions Inc Class A common stock | 3.11 | 3M | Industrials |
Applied Materials Inc | 3.07 | 3M | Technology |
Analog Devices Inc | 3.00 | 3M | Technology |
United States