ESGIX Mutual Fund
NAV$18.18
AUM$78M
TER0.85%
Holdings48
ESGIX Mutual Fund
NAV$18.18
Dana Epiphany Equity Fund Institutional Class
AUM$78M
TER0.85%
Holdings48
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See the full sector breakdown of ESGIX
Sector concentration, industry allocation and the exact weight of every sector.
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ESGIX Mutual Fund Sector Allocation
ESGIX sector allocation breaks down across Information Technology (33.0%), Financials (13.5%), Communication Services (12.2%), Consumer Discretionary (9.9%), Unknown (7.7%). Across 48 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
ESGIX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
ESGIX geographic allocation shows country exposure. ESGIX overlap calculator reveals how sector exposure compares with other funds.