ESGEX Mutual Fund (Reynders McVeigh Core Equity Fund) is managed by Reynders, McVeigh Capital Management with $107.9M in net assets. ESGEX expense ratio is 0.95%, holding 50 positions across sectors including Information Technology, Unknown, Health Care. Inception date: 2019-03-29.

ESGEX performance shows a YTD return of 4.40%. The 1-year return is 11.03% and the 5-year return is 6.20%. ESGEX dividend yield stands at 4.95%, paid annually.

ESGEX top holdings include Nvidia Corp. (5.4%), Microsoft Corp (3.5%), Applied Materials, Inc. (3.5%), Rockwell Automation Inc. (3.4%), Alphabet Inc Common Stock USD 0.001 (3.3%). View all ESGEX holdings, sector breakdown, or dividend history.

ESGEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ESGEX alternatives are available via the screener, along with tax-loss harvesting opportunities.