Prices & Performance

Daily Monthly Quarterly
Monthly Static
Static as of April 30, 2024APYYTD Returns at NAV as of 4/30/2024Average Annual Total Returnsas of 4/30/2024Expense RatioFootnote 1Inception Date
1 Yr3 Yrs5 Yrs10 YrsSince InceptionFootnote 2
Core Portfolios
Core All Equity Static-------2.80%0.19%3/20/24
Core Aggressive Static-2.46%13.07%2.39%--7.40%0.19%11/18/19
Core Growth Static-1.42%10.32%1.41%--5.78%0.18%11/18/19
Core Balanced Static-0.17%6.86%0.09%--3.69%0.18%11/18/19
Core Moderate Static--0.27%5.21%-0.56%--2.60%0.18%11/18/19
Core Conservative Static--0.75%3.10%-1.23%--1.28%0.19%11/18/19
Core Bank Savings StaticFootnote 35.53%-----0.50%0.14%3/20/24
Socially Aware Portfolios
Socially Aware All Equity Static-------3.40%0.31%3/20/24
Socially Aware Aggressive Static-2.32%12.29%1.97%--7.29%0.30%11/18/19
Socially Aware Growth Static-1.27%9.65%0.96%--5.59%0.29%11/18/19
Socially Aware Balanced Static-0.09%6.38%-0.11%--3.67%0.28%11/18/19
Socially Aware Moderate Static--0.36%4.82%-0.70%--2.60%0.27%11/18/19
Socially Aware Conservative Static--0.75%3.00%-1.32%--1.25%0.26%11/18/19

Ready to get started?

Enroll Today