Portfolios - Socially Responsible Investing (2024)

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Portfolios - Socially Responsible Investing (1)

Technology FTSE Russell arrow_upward 56.9% 365 days Sharpe ratio: 2.74 Min investment $100 Management fee 0.20% Technology Large and mid cap stocks Learn more chevron_right
Fundamental Growth Sparrow Capital Management arrow_upward 48.1% 365 days Sharpe ratio: 2.84 Min investment $500 Management fee 0.75% Fundamental analysis Growth over economic cycles Learn more chevron_right
Global Elite Wealth Management arrow_upward 35.4% 365 days Sharpe ratio: 1.81 Min investment $50,000 Management fee 0.75% Tactical investing Domestic and international Learn more chevron_right
Long Term Value Lakeland Wealth Management arrow_upward 34.6% 365 days Sharpe ratio: 1.72 Min investment $500 Management fee 0.50% Long term Competitive advantage Learn more chevron_right
Unconstrained Sparrow Capital Management arrow_upward 29.1% 365 days Sharpe ratio: 1.89 Min investment $500 Management fee 0.75% Across sectors Market capitalization ranges Learn more chevron_right
Fundamental Growth Sparrow Capital Management arrow_upward 48.1% 365 days Sharpe ratio: 2.84 Min investment $500 Management fee 0.75% Fundamental analysis Growth over economic cycles Learn more chevron_right
Technology FTSE Russell arrow_upward 56.9% 365 days Sharpe ratio: 2.74 Min investment $100 Management fee 0.20% Technology Large and mid cap stocks Learn more chevron_right
Unconstrained Sparrow Capital Management arrow_upward 29.1% 365 days Sharpe ratio: 1.89 Min investment $500 Management fee 0.75% Across sectors Market capitalization ranges Learn more chevron_right
Top 200 FTSE Russell arrow_upward 28.1% 365 days Sharpe ratio: 1.84 Min investment $100 Management fee 0.20% Large cap stocks Learn more chevron_right
Global Elite Wealth Management arrow_upward 35.4% 365 days Sharpe ratio: 1.81 Min investment $50,000 Management fee 0.75% Tactical investing Domestic and international Learn more chevron_right
LGBTQ Inclusion IA SRI arrow_upward 20.9% 365 days Sharpe ratio: 1.12 Min investment $100 Management fee 0.11% Diverse and equal LGBTQ focus Learn more chevron_right
Racial Equality IA SRI arrow_upward 14.7% 365 days Sharpe ratio: 0.65 Min investment $100 Management fee 0.11% Diverse and equal All ethnicities Learn more chevron_right
Clean Air IA SRI arrow_upward 13.6% 365 days Sharpe ratio: 0.52 Min investment $100 Management fee 0.11% Reduce emissions Sustainable energy Low carbon Learn more chevron_right
Land Health IA SRI arrow_upward 11.9% 365 days Sharpe ratio: 0.50 Min investment $100 Management fee 0.11% Reduce harmful land waste Safe disposal Learn more chevron_right
Pure Water IA SRI arrow_upward 11.7% 365 days Sharpe ratio: 0.48 Min investment $100 Management fee 0.11% Manage water use Avoid contamination Learn more chevron_right
ESG Value IA SRI arrow_upward 5.6% 365 days Sharpe ratio: 0.01 Min investment $100 Management fee 0.11% Good ESG scores Large and mid cap value stocks Learn more chevron_right
Small Cap Dividend IA Smart Beta arrow_downward -3.0% 365 days Sharpe ratio: -0.38 Min investment $100 Management fee 0.11% Small and mid cap dividend stocks Learn more chevron_right
Small Cap Value IA Smart Beta arrow_upward 3.1% 365 days Sharpe ratio: -0.10 Min investment $100 Management fee 0.11% Small cap value stocks Learn more chevron_right
Value IA Smart Beta arrow_upward 5.6% 365 days Sharpe ratio: 0.01 Min investment $100 Management fee 0.08% Large and mid cap value stocks Learn more chevron_right
Energy FTSE Russell arrow_upward 2.3% 365 days Sharpe ratio: -0.15 Min investment $100 Management fee 0.20% Energy Large and mid cap stocks Learn more chevron_right
Technology FTSE Russell arrow_upward 56.9% 365 days Sharpe ratio: 2.74 Min investment $100 Management fee 0.20% Technology Large and mid cap stocks Learn more chevron_right
Growth IA Smart Beta arrow_upward 12.5% 365 days Sharpe ratio: 0.40 Min investment $100 Management fee 0.08% Large and mid cap growth stocks Learn more chevron_right
Small Cap Growth IA Smart Beta arrow_upward 3.8% 365 days Sharpe ratio: -0.08 Min investment $100 Management fee 0.11% Small and mid cap growth stocks Learn more chevron_right
Long Term Value Lakeland Wealth Management arrow_upward 34.6% 365 days Sharpe ratio: 1.72 Min investment $500 Management fee 0.50% Long term Competitive advantage Learn more chevron_right
Telecom FTSE Russell arrow_upward 2.8% 365 days Sharpe ratio: -0.18 Min investment $100 Management fee 0.20% Telecommunications Large and mid cap stocks Learn more chevron_right
ESG Dividend IA SRI arrow_upward 5.0% 365 days Sharpe ratio: -0.03 Min investment $100 Management fee 0.11% Good ESG scores Large and mid cap dividend stocks Learn more chevron_right
Dividend IA Smart Beta arrow_upward 3.6% 365 days Sharpe ratio: -0.11 Min investment $100 Management fee 0.08% Large and mid cap dividend stocks Learn more chevron_right
Small Cap Dividend IA Smart Beta arrow_downward -3.0% 365 days Sharpe ratio: -0.38 Min investment $100 Management fee 0.11% Small and mid cap dividend stocks Learn more chevron_right
Dividend Growth Sizemore Capital arrow_upward 4.2% 365 days Sharpe ratio: -0.10 Min investment $5,000 Management fee 0.75% Dividend stocks The next decade and beyond Learn more chevron_right
Clean Air IA SRI arrow_upward 13.6% 365 days Sharpe ratio: 0.52 Min investment $100 Management fee 0.11% Reduce emissions Sustainable energy Low carbon Learn more chevron_right
Land Health IA SRI arrow_upward 11.9% 365 days Sharpe ratio: 0.50 Min investment $100 Management fee 0.11% Reduce harmful land waste Safe disposal Learn more chevron_right
Ocean Life IA SRI arrow_upward 9.1% 365 days Sharpe ratio: 0.27 Min investment $100 Management fee 0.11% Manage water use Value marine life Learn more chevron_right
Pure Water IA SRI arrow_upward 11.7% 365 days Sharpe ratio: 0.48 Min investment $100 Management fee 0.11% Manage water use Avoid contamination Learn more chevron_right
Sustainable Product Lifecycle IA SRI arrow_upward 9.2% 365 days Sharpe ratio: 0.22 Min investment $100 Management fee 0.11% Quality and safety Materials Entire supply chain Learn more chevron_right
Gender Equality IA SRI arrow_upward 6.5% 365 days Sharpe ratio: 0.08 Min investment $100 Management fee 0.11% Gender parity Recruiting and promotion of women Learn more chevron_right
LGBTQ Inclusion IA SRI arrow_upward 20.9% 365 days Sharpe ratio: 1.12 Min investment $100 Management fee 0.11% Diverse and equal LGBTQ focus Learn more chevron_right
Racial Equality IA SRI arrow_upward 14.7% 365 days Sharpe ratio: 0.65 Min investment $100 Management fee 0.11% Diverse and equal All ethnicities Learn more chevron_right
Company Transparency IA SRI arrow_upward 2.4% 365 days Sharpe ratio: -0.24 Min investment $100 Management fee 0.11% Protect clients Safety and labelling Data security Learn more chevron_right
Customer Safety IA SRI arrow_downward -2.0% 365 days Sharpe ratio: -0.42 Min investment $100 Management fee 0.11% Privacy and safety Product access Good practices Learn more chevron_right
Ethical Leadership IA SRI arrow_upward 2.9% 365 days Sharpe ratio: -0.17 Min investment $100 Management fee 0.11% Good corporate governance Resolve conflicts well Learn more chevron_right
Mindful Business Models IA SRI arrow_upward 1.7% 365 days Sharpe ratio: -0.28 Min investment $100 Management fee 0.11% Towards lower carbon Towards climate friendly Learn more chevron_right
Russell 3000 Dividend Growth FTSE Russell arrow_upward 2.6% 365 days Sharpe ratio: -0.20 Min investment $100 Management fee 0.20% All cap growth stocks Learn more chevron_right
ESG Broad Market IA SRI arrow_upward 9.2% 365 days Sharpe ratio: 0.27 Min investment $100 Management fee 0.11% Good ESG scores Large and mid cap stocks Learn more chevron_right
Broad Market IA Smart Beta arrow_upward 16.0% 365 days Sharpe ratio: 0.77 Min investment $100 Management fee 0.08% Large and mid cap stocks Learn more chevron_right
Small Cap Broad Market IA Smart Beta arrow_upward 4.6% 365 days Sharpe ratio: -0.04 Min investment $100 Management fee 0.11% Small and mid cap stocks Learn more chevron_right
Small Cap Dividend IA Smart Beta arrow_downward -3.0% 365 days Sharpe ratio: -0.38 Min investment $100 Management fee 0.11% Small and mid cap dividend stocks Learn more chevron_right
Basic Materials FTSE Russell arrow_upward 4.3% 365 days Sharpe ratio: -0.07 Min investment $100 Management fee 0.20% Raw materials Large and mid cap stocks Learn more chevron_right
Energy FTSE Russell arrow_upward 2.3% 365 days Sharpe ratio: -0.15 Min investment $100 Management fee 0.20% Energy Large and mid cap stocks Learn more chevron_right
Health Care FTSE Russell arrow_upward 10.9% 365 days Sharpe ratio: 0.50 Min investment $100 Management fee 0.20% Medical and healthcare Large and mid cap stocks Learn more chevron_right
Real Estate FTSE Russell arrow_downward -1.6% 365 days Sharpe ratio: -0.37 Min investment $100 Management fee 0.20% Real estate Large and mid cap stocks Learn more chevron_right
Freedland Healthcare Sparrow Capital Management arrow_upward 11.6% 365 days Sharpe ratio: 0.53 Min investment $500 Management fee 0.75% Healthcare Medical technology Learn more chevron_right

Portfolios - Socially Responsible Investing (55)

How can I invest in...

Portfolios - Socially Responsible Investing (56)

LGBTQ Inclusion IA SRI arrow_upward 20.9% 365 days Sharpe ratio: 1.12 Min investment $100 Management fee 0.11% Diverse and equal LGBTQ focus Learn more chevron_right
Racial Equality IA SRI arrow_upward 14.7% 365 days Sharpe ratio: 0.65 Min investment $100 Management fee 0.11% Diverse and equal All ethnicities Learn more chevron_right
Clean Air IA SRI arrow_upward 13.6% 365 days Sharpe ratio: 0.52 Min investment $100 Management fee 0.11% Reduce emissions Sustainable energy Low carbon Learn more chevron_right
Land Health IA SRI arrow_upward 11.9% 365 days Sharpe ratio: 0.50 Min investment $100 Management fee 0.11% Reduce harmful land waste Safe disposal Learn more chevron_right
Pure Water IA SRI arrow_upward 11.7% 365 days Sharpe ratio: 0.48 Min investment $100 Management fee 0.11% Manage water use Avoid contamination Learn more chevron_right
Clean Air IA SRI arrow_upward 13.6% 365 days Sharpe ratio: 0.52 Min investment $100 Management fee 0.11% Reduce emissions Sustainable energy Low carbon Learn more chevron_right
Land Health IA SRI arrow_upward 11.9% 365 days Sharpe ratio: 0.50 Min investment $100 Management fee 0.11% Reduce harmful land waste Safe disposal Learn more chevron_right
Ocean Life IA SRI arrow_upward 9.1% 365 days Sharpe ratio: 0.27 Min investment $100 Management fee 0.11% Manage water use Value marine life Learn more chevron_right
Pure Water IA SRI arrow_upward 11.7% 365 days Sharpe ratio: 0.48 Min investment $100 Management fee 0.11% Manage water use Avoid contamination Learn more chevron_right
Sustainable Product Lifecycle IA SRI arrow_upward 9.2% 365 days Sharpe ratio: 0.22 Min investment $100 Management fee 0.11% Quality and safety Materials Entire supply chain Learn more chevron_right
Gender Equality IA SRI arrow_upward 6.5% 365 days Sharpe ratio: 0.08 Min investment $100 Management fee 0.11% Gender parity Recruiting and promotion of women Learn more chevron_right
LGBTQ Inclusion IA SRI arrow_upward 20.9% 365 days Sharpe ratio: 1.12 Min investment $100 Management fee 0.11% Diverse and equal LGBTQ focus Learn more chevron_right
Racial Equality IA SRI arrow_upward 14.7% 365 days Sharpe ratio: 0.65 Min investment $100 Management fee 0.11% Diverse and equal All ethnicities Learn more chevron_right
Company Transparency IA SRI arrow_upward 2.4% 365 days Sharpe ratio: -0.24 Min investment $100 Management fee 0.11% Protect clients Safety and labelling Data security Learn more chevron_right
Customer Safety IA SRI arrow_downward -2.0% 365 days Sharpe ratio: -0.42 Min investment $100 Management fee 0.11% Privacy and safety Product access Good practices Learn more chevron_right
Ethical Leadership IA SRI arrow_upward 2.9% 365 days Sharpe ratio: -0.17 Min investment $100 Management fee 0.11% Good corporate governance Resolve conflicts well Learn more chevron_right
Mindful Business Models IA SRI arrow_upward 1.7% 365 days Sharpe ratio: -0.28 Min investment $100 Management fee 0.11% Towards lower carbon Towards climate friendly Learn more chevron_right

Portfolios - Socially Responsible Investing (75)

See Also
Top Socially Responsible Bond ETFs for 20225 Mutual Funds for Socially Responsible InvestorsSocially Responsible Investing For RetirementSocially responsible investing, ESG portfolios

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Portfolios - Socially Responsible Investing (76)

Atlas Capital

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Portfolios - Socially Responsible Investing (77)

Clearbrook Capital Advisors

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Portfolios - Socially Responsible Investing (78)

Crabtree Asset Management

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Cratus Capital LLC

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Elite Wealth Management

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FTSE Russell

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Global X

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Greenwich Wealth Management LLC

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IA SRI

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IA Smart Beta

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Lakeland Wealth Management

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Mott Capital Management, LLC

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Sizemore Capital

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Sparrow Capital Management

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Split Rock

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State Street Global Advisors

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Stoken Asset Management

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Stone Fox Capital

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WisdomTree

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Managers on our platform may run one or more portfolio(s) that employ different strategies.

Risk

Interactive Advisors reviews each portfolio and assigns it a risk score. Clients can only invest in portfolios that have a risk score less than or equal to their own risk score. More information here.

Performance

Performance of the Portfolio Manager's account is calculated on a daily time-weighted basis. To see the performance over other time periods, click through to see the portfolio details. More information here.

Sharpe ratio

The Sharpe ratio combines the time weighted returns and volatility to provide a risk-adjusted measure of portfolio performance. More information here.

Min invest

A majority of our portfolios have an investment minimum as low as $100.

Fee

An asset-based management fee of 0.08% to 0.75% per year is charged on the investments that are made in your account. More information here.

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Fundamental Growth Sparrow Capital Management Performance arrow_upward 48.1% 365 days Sharpe ratio 2.84 Min invest $500 Fee 0.75% Technology FTSE Russell Performance arrow_upward 56.9% 365 days Sharpe ratio 2.74 Min invest $100 Fee 0.20% Unconstrained Sparrow Capital Management Performance arrow_upward 29.1% 365 days Sharpe ratio 1.89 Min invest $500 Fee 0.75% Top 200 FTSE Russell Performance arrow_upward 28.1% 365 days Sharpe ratio 1.84 Min invest $100 Fee 0.20% Global Elite Wealth Management Performance arrow_upward 35.4% 365 days Sharpe ratio 1.81 Min invest $50,000 Fee 0.75% Long Term Value Lakeland Wealth Management Performance arrow_upward 34.6% 365 days Sharpe ratio 1.72 Min invest $500 Fee 0.50% Tactical ETF Elite Wealth Management Performance arrow_upward 24.8% 365 days Sharpe ratio 1.63 Min invest $10,000 Fee 0.75% Thematic Growth Mott Capital Management, LLC Performance arrow_upward 22.2% 365 days Sharpe ratio 1.50 Min invest $500 Fee 0.75% Equity Rotation Split Rock Performance arrow_upward 19.5% 365 days Sharpe ratio 1.19 Min invest $500 Fee 0.75% LGBTQ Inclusion IA SRI Performance arrow_upward 20.9% 365 days Sharpe ratio 1.12 Min invest $100 Fee 0.11% Consumer Discretionary FTSE Russell Performance arrow_upward 21.7% 365 days Sharpe ratio 0.99 Min invest $100 Fee 0.20% Small Cap Growth Crabtree Asset Management Performance arrow_upward 25.1% 365 days Sharpe ratio 0.99 Min invest $1,000 Fee 0.75% Equity Sector and Themes Global X Performance arrow_upward 16.4% 365 days Sharpe ratio 0.85 Min invest $100 Fee 0.10% Industrials FTSE Russell Performance arrow_upward 16.4% 365 days Sharpe ratio 0.79 Min invest $100 Fee 0.20% Broad Market IA Smart Beta Performance arrow_upward 16.0% 365 days Sharpe ratio 0.77 Min invest $100 Fee 0.08% Aggressive WisdomTree Performance arrow_upward 12.5% 365 days Sharpe ratio 0.71 Min invest $100 Fee 0.10% Racial Equality IA SRI Performance arrow_upward 14.7% 365 days Sharpe ratio 0.65 Min invest $100 Fee 0.11% Moderate WisdomTree Performance arrow_upward 10.4% 365 days Sharpe ratio 0.61 Min invest $100 Fee 0.10% Global Defensive Equity Atlas Capital Performance arrow_upward 11.5% 365 days Sharpe ratio 0.61 Min invest $20,000 Fee 0.75% Growth State Street Global Advisors Performance arrow_upward 12.5% 365 days Sharpe ratio 0.59 Min invest $100 Fee 0.10% Moderate State Street Global Advisors Performance arrow_upward 10.2% 365 days Sharpe ratio 0.53 Min invest $100 Fee 0.10% Freedland Healthcare Sparrow Capital Management Performance arrow_upward 11.6% 365 days Sharpe ratio 0.53 Min invest $500 Fee 0.75% Clean Air IA SRI Performance arrow_upward 13.6% 365 days Sharpe ratio 0.52 Min invest $100 Fee 0.11% Land Health IA SRI Performance arrow_upward 11.9% 365 days Sharpe ratio 0.50 Min invest $100 Fee 0.11% Health Care FTSE Russell Performance arrow_upward 10.9% 365 days Sharpe ratio 0.50 Min invest $100 Fee 0.20% Global Balanced Fund Atlas Capital Performance arrow_upward 8.6% 365 days Sharpe ratio 0.49 Min invest $20,000 Fee 0.75% Pure Water IA SRI Performance arrow_upward 11.7% 365 days Sharpe ratio 0.48 Min invest $100 Fee 0.11% Quality IA Smart Beta Performance arrow_upward 12.0% 365 days Sharpe ratio 0.42 Min invest $100 Fee 0.08% Growth IA Smart Beta Performance arrow_upward 12.5% 365 days Sharpe ratio 0.40 Min invest $100 Fee 0.08% Financial Services FTSE Russell Performance arrow_upward 12.2% 365 days Sharpe ratio 0.40 Min invest $100 Fee 0.20% Technology Crabtree Asset Management Performance arrow_upward 12.5% 365 days Sharpe ratio 0.39 Min invest $30,000 Fee 0.75% Moderately Aggressive WisdomTree Performance arrow_upward 8.4% 365 days Sharpe ratio 0.36 Min invest $100 Fee 0.10% Digital Innovation Global X Performance arrow_upward 11.6% 365 days Sharpe ratio 0.31 Min invest $100 Fee 0.10% ESG Quality IA SRI Performance arrow_upward 10.1% 365 days Sharpe ratio 0.30 Min invest $100 Fee 0.11% Ocean Life IA SRI Performance arrow_upward 9.1% 365 days Sharpe ratio 0.27 Min invest $100 Fee 0.11% ESG Broad Market IA SRI Performance arrow_upward 9.2% 365 days Sharpe ratio 0.27 Min invest $100 Fee 0.11% Thematic Disruptors Global X Performance arrow_upward 10.0% 365 days Sharpe ratio 0.24 Min invest $100 Fee 0.10% Sustainable Product Lifecycle IA SRI Performance arrow_upward 9.2% 365 days Sharpe ratio 0.22 Min invest $100 Fee 0.11% ESG Growth IA SRI Performance arrow_upward 8.0% 365 days Sharpe ratio 0.15 Min invest $100 Fee 0.11% Gender Equality IA SRI Performance arrow_upward 6.5% 365 days Sharpe ratio 0.08 Min invest $100 Fee 0.11% Value IA Smart Beta Performance arrow_upward 5.6% 365 days Sharpe ratio 0.01 Min invest $100 Fee 0.08% ESG Value IA SRI Performance arrow_upward 5.6% 365 days Sharpe ratio 0.01 Min invest $100 Fee 0.11% Adaptive Asset Allocation Sizemore Capital Performance arrow_upward 5.2% 365 days Sharpe ratio -0.03 Min invest $5,000 Fee 0.75% ESG Dividend IA SRI Performance arrow_upward 5.0% 365 days Sharpe ratio -0.03 Min invest $100 Fee 0.11% Russell 1000 Dividend Growth FTSE Russell Performance arrow_upward 5.1% 365 days Sharpe ratio -0.03 Min invest $100 Fee 0.20% Small Cap Broad Market IA Smart Beta Performance arrow_upward 4.6% 365 days Sharpe ratio -0.04 Min invest $100 Fee 0.11% Basic Materials FTSE Russell Performance arrow_upward 4.3% 365 days Sharpe ratio -0.07 Min invest $100 Fee 0.20% Small Cap Growth IA Smart Beta Performance arrow_upward 3.8% 365 days Sharpe ratio -0.08 Min invest $100 Fee 0.11% Conservative WisdomTree Performance arrow_upward 4.9% 365 days Sharpe ratio -0.10 Min invest $100 Fee 0.10% Dividend Growth Sizemore Capital Performance arrow_upward 4.2% 365 days Sharpe ratio -0.10 Min invest $5,000 Fee 0.75% Small Cap Value IA Smart Beta Performance arrow_upward 3.1% 365 days Sharpe ratio -0.10 Min invest $100 Fee 0.11% Dividend IA Smart Beta Performance arrow_upward 3.6% 365 days Sharpe ratio -0.11 Min invest $100 Fee 0.08% Energy FTSE Russell Performance arrow_upward 2.3% 365 days Sharpe ratio -0.15 Min invest $100 Fee 0.20% Ethical Leadership IA SRI Performance arrow_upward 2.9% 365 days Sharpe ratio -0.17 Min invest $100 Fee 0.11% Telecom FTSE Russell Performance arrow_upward 2.8% 365 days Sharpe ratio -0.18 Min invest $100 Fee 0.20% Russell 3000 Dividend Growth FTSE Russell Performance arrow_upward 2.6% 365 days Sharpe ratio -0.20 Min invest $100 Fee 0.20% Undervalued Opportunities Clearbrook Capital Advisors Performance arrow_upward 4.1% 365 days Sharpe ratio -0.21 Min invest $20,000 Fee 0.75% Company Transparency IA SRI Performance arrow_upward 2.4% 365 days Sharpe ratio -0.24 Min invest $100 Fee 0.11% Mindful Business Models IA SRI Performance arrow_upward 1.7% 365 days Sharpe ratio -0.28 Min invest $100 Fee 0.11% Net Payout Yields Stone Fox Capital Performance arrow_downward -0.2% 365 days Sharpe ratio -0.33 Min invest $1,000 Fee 0.75% Tactical Adaptive Stoken Asset Management Performance arrow_upward 3.3% 365 days Sharpe ratio -0.37 Min invest $500 Fee 0.75% Real Estate FTSE Russell Performance arrow_downward -1.6% 365 days Sharpe ratio -0.37 Min invest $100 Fee 0.20% Small Cap Dividend IA Smart Beta Performance arrow_downward -3.0% 365 days Sharpe ratio -0.38 Min invest $100 Fee 0.11% Customer Safety IA SRI Performance arrow_downward -2.0% 365 days Sharpe ratio -0.42 Min invest $100 Fee 0.11% Small Cap Quality IA Smart Beta Performance arrow_downward -3.8% 365 days Sharpe ratio -0.47 Min invest $100 Fee 0.11% US Equity All Cap Undervalued Greenwich Wealth Management LLC Performance arrow_downward -4.6% 365 days Sharpe ratio -0.52 Min invest $20,000 Fee 0.75% Consumer Staples FTSE Russell Performance arrow_downward -0.1% 365 days Sharpe ratio -0.53 Min invest $100 Fee 0.20% Utilities FTSE Russell Performance arrow_downward -5.0% 365 days Sharpe ratio -0.64 Min invest $100 Fee 0.20% Fixed Income Cratus Capital LLC Performance arrow_upward 4.1% 365 days Sharpe ratio -0.76 Min invest $100 Fee 0.50%

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Portfolios - Socially Responsible Investing (2024)
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