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 21.44 / −0.37 %
- Total Assets 105.9M
-
Adj. Expense Ratio
0.950%
- Expense Ratio 0.950%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Global Large-Stock Growth
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.47%
- Turnover 16%
USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 10:46 PM GMT+0
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 39.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 5.37 | 6M | Technology |
Microsoft Corp | 4.88 | 5M | Technology |
Apple Inc | 4.57 | 5M | Technology |
Alphabet Inc Class A | 4.37 | 5M | Communication Services |
UL Solutions Inc Class A common stock | 4.16 | 5M | Industrials |
Analog Devices Inc | 3.44 | 4M | Technology |
Rockwell Automation Inc | 3.36 | 4M | Industrials |
Applied Materials Inc | 3.31 | 4M | Technology |
Schneider Electric SE | 3.16 | 3M | Industrials |
Aitc-Bank Deposit | 3.10 | 3M | Cash and Equivalents |
United States