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 21.26 / −0.05 %
- Total Assets 105.1M
-
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 0.48%
- Turnover 16%
USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:55 AM 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 38.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 5.59 | 6M | Technology |
Microsoft Corp | 5.47 | 6M | Technology |
Apple Inc | 4.63 | 5M | Technology |
Alphabet Inc Class A | 3.89 | 4M | Communication Services |
Schneider Electric SE | 3.43 | 4M | Industrials |
Unilever PLC ADR | 3.18 | 3M | Consumer Defensive |
Rockwell Automation Inc | 3.15 | 3M | Industrials |
UL Solutions Inc Class A common stock | 3.11 | 3M | Industrials |
Applied Materials Inc | 3.07 | 3M | Technology |
Analog Devices Inc | 3.00 | 3M | Technology |
United States