The ESG Growth PortfolioHCESX
Type
Mutual fund
Peer group
Global equity
Net assets
$110.1M
Expense ratio
0.24%
1-year return
+19.6%
3 years, a year
+16.5%
5 years, a year
+9.8%
Holdings
1,291
What it aims to do.
"The ESG Growth Portfolio seeks to maximize total return while emphasizing environmental, social and governance (""ESG"") focused investments."
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA Nvidia Corporation | 5.40% |
| AAPL Apple Inc. | 4.75% |
| MSFT Microsoft Corporation | 3.33% |
| AMZN Amazon.Com, Inc. | 2.55% |
| GOOGL Alphabet Inc. | 2.13% |
| GOOG Alphabet Inc. | 1.78% |
| AVGO Broadcom Inc. | 1.78% |
| TSLA Tesla, Inc. | 1.34% |
| JPM JPMorgan Chase & Co. | 1.02% |
| LLY Eli Lilly And Company | 0.94% |
More on HCESX.
- HCESX overview
- HCESX holdings
- HCESX risk
- HCESX costs
- HCESX money in and out
- HCESX share classes
- Compare HCESX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.