ESG Global Stock
ESG Global Stock, a proprietary blend of ESG U.S. Stock and ESG International Stock, provides a broad diversification of equities, including a global investment allocation, in a passively managed index fund that is professionally rebalanced daily to maintain target allocation. For donors with a higher risk threshold and long-term granting plans, this low-cost and professionally-rebalanced values-driven fund may be an option.
Expense Ratio
Last updated 09/30/2025
0.10%
Risk/granting time horizon
Returns
Last updated 09/30/2025
Qtr
7.77%
1 Yr
17.71%
5 Yrs
13.49%
10 Yrs
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Benchmark
70% FTSE U.S. All Cap Choice Index
30% FTSE Global All Cap ex U.S. Choice Index
Management
Active funds focus on outperforming the market compared to a specific benchmark through a portfolio manager’s selections. Passive funds seek to mimic benchmarks by tracking an index
passive
Goal
Provides exposure to U.S. and International stocks screened for certain environmental, social, and corporate governance criteria through a targeted, professionally rebalanced allocation of 70% U.S. and 30% International equity.