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Posted by
Two Blokes Jun 30 -
Filed in
Stock
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4 views
NUMG is an ESG-themed mid-cap growth fund with a 0.31% expense ratio, $404 million in assets under management, and 45 equity holdings. Its underlying Index has trailed its benchmark and several more popular non-ESG ETFs like IWP and VOT since its inception. Results over the last few years in particular were disappointing. However, these results aren't so relevant anymore, given how several key stocks have or will be graduating to large-cap indices due to exceptional performance. These include Palantir, AppLovin, and Coinbase.
