Sustainable Equity FundREQTX
Type
Mutual fund
Peer group
Global equity
Net assets
$265.2M
Expense ratio
1.01%
1-year return
+19.3%
3 years, a year
+14.0%
5 years, a year
+8.9%
Holdings
383
What it aims to do.
The Fund seeks to provide long term capital growth.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JOBY Russell Investments Trust Company Commingled Employee Benefit Funds Trust-U.S. Cash Management Fund | 4.31% |
| MSFT Microsoft Corp | 3.78% |
| NVDA NVIDIA Corp | 3.71% |
| AAPL Apple Inc | 2.57% |
| JOBY Taiwan Semiconductor Manufacturing Co Ltd | 1.69% |
| AVGO Broadcom Inc | 1.51% |
| JOBY ASML Holding NV | 1.30% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | 1.23% |
| V Visa Inc | 1.16% |
| GOOG Alphabet Inc | 1.15% |
More on REQTX.
- REQTX overview
- REQTX holdings
- REQTX risk
- REQTX costs
- REQTX money in and out
- REQTX share classes
- Compare REQTX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.