SRIFX Fund Portfolio Allocation
General Overview
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.
| Sector & Industry | Financial Services / Asset Management |
| IPO date | January 2, 2019 |
SRIFX Latest News
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| Other Identifiers | |
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| CIK | 0001602508 |
| ISIN | None |
| CUSIP | None |
| Open | 23.4053 |
| Previous Close | 23.4053 |
| Volume | 0 |
| Average Volume | 0 |
| Day’s Range | 23.4053 – 23.4053 |
| 52 Week Range | 22.59-25.04 |
| MA (50) | 23.732271 |
| MA (200) | 23.866428 |
| Market Cap | 12.18 Mil. |
| Shares Out. | 520.3 Thou. |
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