Reynders, Mcveigh Core Equity FundESGEX

MUTUAL FUNDReynders McVeigh
Type
Mutual fund
Peer group
Global equity
Net assets
$101.9M
Expense ratio
0.95%
1-year return
+17.4%
3 years, a year
+13.6%
5 years, a year
+6.0%
Holdings
48

What it aims to do.

The investment objective of the Reynders, McVeigh Core Equity Fund (the Fund) is to seek capital preservation and long-term capital growth.

Top 10 holdings.

Holding% of fund
NVDA Nvidia Corp5.41%
AMAT Applied Materials Inc4.26%
ULS Ul Solutions Inc4.04%
GOOGL Alphabet Inc3.78%
ADI Analog Devices Inc3.57%
Schneider Electric Se3.38%
MSFT Microsoft Corp3.31%
ROK Rockwell Automation Inc3.25%
Nexans Sa3.19%
AAPL Apple Inc2.91%

More on ESGEX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.