Morningstar

Reynders McVeigh Core Equity Instl ESGEX

Morningstar Medalist Rating
Medalist Rating as of | See Reynders McVeigh Investment Hub
  • NAV / 1-Day Return 19.59  /  +0.88 %
  • Total Assets 88.6 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 0.40%
  • Turnover 19%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 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.

Reynders McVeigh Core Equity Instl’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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
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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

6.44 5.7 Mil
Technology

Carrier Global Corp Ordinary Shares

3.88 3.4 Mil
Industrials

Schneider Electric SE

3.86 3.4 Mil
Industrials

Apple Inc

3.61 3.2 Mil
Technology

Microsoft Corp

3.43 3.0 Mil
Technology

Novo Nordisk AS ADR

3.25 2.9 Mil
Healthcare

International Business Machines Corp

2.99 2.6 Mil
Technology

UL Solutions Inc Class A common stock

2.78 2.5 Mil
Industrials

Uber Technologies Inc

2.59 2.3 Mil
Technology

Nexans

2.55 2.3 Mil
Industrials

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