|Expense Ratio (net)||0.92%|
|Morningstar Risk Rating||Above Average|
|Last Cap Gain||0.00|
|Inception Date||Apr 29, 2005|
|Average for Category||N/A|
The fundamental performance goal for most investors is to outperform the S&P 500 Index, and a smart way to do this is with the best growth funds. As the common investment disclaimer reminds us, past performance is no guarantee of future results. But there’s also truth in the famous Mark Twain quote: “History doesn’t repeat itself but it often rhymes.”
ESG investors don’t simply avoid companies or industries considered ‘bad,’ like fossil fuels or tobacco. Instead, they seek out companies doing good, and believe they will also do well.