Morningstar

Nia Impact Solutions Fund NIAGX

Morningstar Medalist Rating
Medalist Rating as of | See Nia Impact Investment Hub
  • NAV / 1-Day Return 15.66  /  +0.51 %
  • Total Assets 90.5M
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.980%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.25%
  • Turnover 29%

USD | NAV as of Aug 12, 2026 | 1-Day Return as of Aug 12, 2026, 1:01 AM GMT+0

Morningstar’s Analysis NIAGX

Will NIAGX outperform in the 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 NIAGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NIAGX 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 NIAGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nia Impact Solutions holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings NIAGX

More NIAGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.8
Top 10 Holdings
% Portfolio Weight
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