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Sustainable, Responsible and Impact Mutual Fund and ETF Chart

Fund Profile:
Etho Climate Leadership US ETF

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: --

 

Methodology - [Return to Top]

Screening Venue: --

Screening Party: --

Screening Database Used: --

Screening Process: --

 

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: Bloomberg logo - 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: --


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