Acclivity Small Cap Value Fund
Shareclass
Acclivity Small Cap Value I (AXVIX)
Type
Open-end mutual fund
Manager
Investments in major fossil fuel companies
Top 200 carbon reserves$233,582
Top 200 carbon reserves$231,776
Top 200 carbon reserves$198,071
Top 200 carbon reserves$169,605
Top 200 carbon reserves$162,493
Top 200 carbon reserves$148,091
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Carbon Underground 200
17
holdings
$1.87M
invested
6.1%
of portfolio
Coal industry
Coal miners, coal services, owners of coal reserves
5
holdings
$172,703
invested
0.56%
of portfolio
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
35
holdings
$2.97M
invested
9.67%
of portfolio
Utility sector
Top 50 coal-fired utilities
Macroclimate 50
No direct stock holdings
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
2
holdings
$45,694
invested
0.15%
of portfolio
When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
40 holdings
40 holdings
- 1. APA Corp
$233,5820.76% - 2. Matador Resources Co$231,7760.75%
- 3. California Resources Corp Ordinary Shares - New$198,0710.64%
- 4. Antero Midstream Corp$189,3670.62%
- 5. Murphy Oil Corp$169,6050.55%
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Acclivity Small Cap Value Fund AXVIX
Environment
Social
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Financial performance
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