The investment seeks to track the total return performance, before fees and expenses, of the SSI Impact Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index is constructed using a rules-based methodology to create a diversified, investable, modified market capitalization weighted portfolio of U.S.-listed stocks or American Depositary Receipts (ADRs) of companies that generate revenues from products or services that address a variety of societal, social, and environmental challenges.
|BRKB||Berkshire Hathaway Inc||0.00 %||
|PUK-P||Prudential plc||0.00 %||
|ALL-PB||The Allstate Corporation||0.00 %||
|BFA||Brown-Forman Corporation||0.00 %||
|ARNC-P||Arconic Inc||0.00 %||
|SCE-PD||Southern California Edison Com..||0.00 %||
|SCE-PC||Southern California Edison Com..||0.00 %||
|SCE-PB||Southern California Edison Com..||0.00 %||
|PCG-PA||Pacific Gas and Electric Compa..||0.00 %||
|Market Performance vs.
|Market Performance vs. Exchange (NYSE Arca)|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||5.34%||78%||C+||89%||B+|
|Risk Adjusted Return||64.15%||74%||C||76%||C|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The company has under performed its peers on annual average total returns in the past 5 years.