ESGIX Mutual Fund
ESGIX Mutual Fund
NAV$18.35
AUM$81M
TER0.85%
Holdings48
See how much of ESGIX you already own
ESGIX Mutual Fund
NAV$18.35
Dana Epiphany Equity Fund Institutional Class
AUM$81M
TER0.85%
Holdings48
See how much of ESGIX you already own
ESGIX Mutual Fund Sector Allocation
ESGIX sector allocation breaks down across Information Technology (10.9%), Energy (1.9%), Consumer Discretionary (1.4%), Financials (0.9%). Across 48 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
ESGIX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
ESGIX by country shows geographic exposure. ESGIX overlap reveals how sector exposure compares with other funds.