Fund profile overview

Fund profiles on Ethos help you assess a fund's impact on the causes you care about.

Navigate to reportsExample fund profile on Ethos

Profiles include:

1. Scorecard

Overview of a fund's impact, including: 

  • Overall score for a selected cause (defaults to a fund's "Overall Impact" across all causes)
  • Distribution of impact scores for all causes on Ethos. Click on a cause to update the profile view to show details for that cause
  • Summary of the fund's holdings, including number of companies held by the fund that are tobacco companies, weapons companies, or oil companies, and number that have received fines in the last 3 years related to customers, workers or the environment
  • Comparison to peers. Peers are usually considered to be a fund's family (e.g., all Vanguard funds)

2. Data

Detailed data for metrics used to rate the company. Select the "filter" icon near the top right to change the cause for which metrics are shown.

3. Holdings

Detailed list of a fund's holdings. Includes a variety of screens indicating how many of fund holdings meet screening criteria, such as tobacco, weapons or oil companies. 

4. Financial

Last available end-of-day price for company stock, as well as financial performance of company stock over time.

5. About

Basic information about the fund, such as number of employees, date founded, stock symbol, industry, and description


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