ESGEX Mutual Fund
ESGEX Mutual Fund
Reynders McVeigh Core Equity Fund
ESGEX Mutual Fund Overview
ESGEX Mutual Fund (Reynders McVeigh Core Equity Fund) is managed by Reynders, McVeigh Capital Management with $106.5M in net assets. ESGEX expense ratio is 0.95%, holding 50 positions across sectors including Unknown, Information Technology, Industrials. Inception date: 2019-03-29.
ESGEX performance shows a YTD return of 4.40%. The 1-year return is 11.03% and the 5-year return is 6.20%. ESGEX dividend yield stands at 4.95%, paid annually.
ESGEX top holdings include Nvidia Corp (5.4%), Microsoft Corp 4.100 Feb 06 37 (3.5%), Applied Materials, Inc. (3.5%), Rockwell Automation Inc. (3.4%), 'alphabet Inc., Class 'a'' (3.3%). View all ESGEX holdings, sector breakdown, or dividend history.
ESGEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ESGEX alternatives are available via the screener, along with tax-loss harvesting opportunities.