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U.S. Equity Sector Equity International Equity Allocation Taxable Bond Municipal Bond Alternative Commodities Nontraditional Equity Money Market Miscellaneous
Data as of 6/30/2026
COMPARE Ticker Ticker Fund Name Category Socially Resp. Index Fund Type of Index Tracked Inverse Fund Leveraged Fund Inception Date 1-Mo Return 1-Mo Grade 3-Mo Return 3-Mo Grade YTD Return YTD Grade 1-Yr Ann'l Return 1-Yr Ann'l Grade 3-Yr Ann'l Return 3-Yr Ann'l Grade 5-Yr Ann'l Return 5-Yr Ann'l Grade 10-Yr Ann'l Return 10-Yr Ann'l Grade 2019 Return 2018 Return 2017 Return 2016 Return 2015 Return 2014 Return Category Risk Index Category Risk Index Grade Total Risk Index Beta R-Squared Yield Total Assets (Mil) Avg Daily Trading Vol (K) Turnover Num of Holdings % of Port in Top 10 Hlds % of Port in Foreign Hlds Manager Tenure (Yrs) Expense Ratio Expense Ratio Grade Min Initial Purchase Closed to New Investors True No-Load Share Class Fund Family Web Address
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