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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Showing 10 of 48 holdings(as of Jan 31, 2026)Top 10 Weight: 40.62%
ESGIX Mutual Fund Top Holdings
ESGIX holdings top 10 positions. The top 10 holdings account for 40.6% of the fund, led by Nvidia Corp. at 7.5%, Apple, Inc at 6.2%, Alphabet Inc Common Stock USD 0.001 at 5.3%.
ESGIX portfolio concentration is moderate, with the top 10 representing 40.6% of total assets. The largest sector exposure is Information Technology at 33.0%.
ESGIX sector allocation provides a detailed breakdown. ESGIX overlap tool shows how holdings compare to other funds in your portfolio.