FundX Sustainable Impact (SRIFX)
OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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At close: 08:00PM EDT
Overall portfolio composition (%)
Cash1.08%
Stocks98.81%
Bonds0.04%
Others0.05%
Preferred0.02%
Convertible0.00%
Sector weightings (%)
Sector(s)SRIFX
Basic materials4.64%
Consumer cyclical11.09%
Financial services16.92%
Property3.86%
Consumer defensive7.00%
Healthcare12.15%
Utilities4.84%
Communication services5.82%
Energy1.53%
Industrials20.13%
Technology12.02%
Equity holdings
AverageSRIFXCategory average
Price/Earnings0.0634.82
Price/book0.498.34
Price/sales0.684.62
Price/Cash flow0.0823.95
Median market cap24,081.71310,214.47
3-year earnings growth10.8423.61
Bond holdings
AverageSRIFXCategory average
MaturityN/A3.63
Duration2.362.73
Credit qualityN/AN/A
Bond ratings
Sector(s)SRIFX
US government0.00%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A
Top 10 holdings (95.46% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| iShares ESG Aware MSCI EAFE ETF | ESGD | 18.15% |
| Impax International Sust Econ Instl | PXNIX | 15.28% |
| Ariel Fund Institutional | ARAIX | 13.63% |
| Boston Common ESG Impact Intl | BCAIX | 12.37% |
| Calvert Small-Cap I | CSVIX | 7.64% |
| First Trust NASDAQ® Cln Edge®StGidIfsETF | GRID | 6.46% |
| Boston Trust Walden SMID Cap | WASMX | 6.38% |
| Vanguard Global ESG Select Stk Admiral | VESGX | 5.94% |
| Calvert Global Energy Solutions A | CGAEX | 5.30% |
| Praxis Value Index I | MVIIX | 4.33% |
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