Sustainable, Responsible and Impact Mutual Fund and ETF Chart
Jump to: General Fund Information | Fund Institution Information | Account Minimums | Methodology | Proxy Voting Information | Specific Screening Information by Category | Performance Data
General Fund Information - [Return to Top]
Ticker: ETHO
Assets under management (AUM): $183.83M (in US$ millions) - See other performance data below
General Fund Type: All Cap
Specific Sizes or Types of Investments: --
Financial Objective: --
Specific ESG Focus: --
To invest, call: --
Institution Name:
Etho Capital
Contact info:
Account Minimums - [Return to Top]
Minimum Account: --
Minimum IRA:
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Screening Venue: --
Screening Party:
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Screening Database Used:
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Screening Process:
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Proxy Voting Information - [Return to Top]
Proxy Voting Guidelines or Policies: --
Proxy Voting Records: --
Specific Screening Information by Category - [Return to Top]
Environment
Social
Governance
Products
Other
Performance Data - [Return to Top]
Data provided by:
- Information current as of December 31, 2023
Year-to-date rate of return: 14.8%
1-year rate of return: 14.8%
3-year rate of return: 2.79%
5-year rate of return: 12.87%
10-year rate of return: --
Previous year rate of return: -22.05%
Management fee: 0.45%
Expense ratio: 0.49%
Standard deviation: 20.77%
Benchmark used: -- | External link (Opens in a new window)
Disclaimer: --