Comparative Analysis

US Equity Large Cap Comparative Analysis

  • One fund had a near perfect VIA3 rating. While 67% of the funds financially outperformed.
  • Surprisingly, one of the mainstream managed funds rated higher than a socially responsible fund.
  • Unfortunately, the largest fund by assets rates the lowest on sustainability.
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One-time Comparative Analysis.

Tags: Large CapLarge Cap Equity
US Equity Large Cap Comparative Analysis