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Morningstar

Reynders McVeigh Core Equity Instl ESGEX

Morningstar Medalist Rating
Medalist Rating as of | See Reynders McVeigh Investment Hub
  • NAV / 1-Day Return 17.21  /  0.00
  • Total Assets 74.3 Mil
  • 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 Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.45%
  • Turnover 19%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis ESGEX

Will ESGEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ESGEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ESGEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ESGEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Reynders McVeigh Core Equity Instl's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ESGEX

More ESGEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.51 4.2 Mil
Technology

Schneider Electric SE

4.05 3.1 Mil
Industrials

Microsoft Corp

3.84 2.9 Mil
Technology

Novo Nordisk A/S ADR

3.67 2.8 Mil
Healthcare

Carrier Global Corp Ordinary Shares

3.46 2.6 Mil
Industrials

Uber Technologies Inc

3.29 2.5 Mil
Technology

Apple Inc

3.02 2.3 Mil
Technology

Mastercard Inc Class A

2.91 2.2 Mil
Financial Services

International Business Machines Corp

2.90 2.2 Mil
Technology

Abbott Laboratories

2.80 2.1 Mil
Healthcare