ESGEX Mutual Fund

ESGEX Mutual Fund (Reynders McVeigh Core Equity Fund) is managed by Reynders, McVeigh Capital Management with $111.6M in net assets. ESGEX expense ratio is 0.95%, holding 50 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2019-03-29.

ESGEX performance shows a YTD return of 2.27%. The 1-year return is 8.46% and the 5-year return is 5.32%. ESGEX dividend yield stands at 5.05%, paid annually.

ESGEX top holdings include Nvidia Corp. (5.4%), Microsoft Corp (3.5%), Applied Materials, Inc. (3.5%), Rockwell Automation Inc. (3.4%), Alphabet Inc Common Stock USD 0.001 (3.3%). Go to all ESGEX holdings, ESGEX sectors, or ESGEX dividends.

ESGEX can be compared against other funds. Use ESGEX overlap to find shared positions, or ESGEX vs another fund for a side-by-side view. ESGEX alternatives are available via the screener, along with tax-loss harvesting opportunities.