Aspiration Redwood Fund
Fund offered by:
Aspiration Funds
Ticker: REDWXMember of USSIFsocially responsible
Fossil fuel grade: No holdings flagged by our fossil fuel screen. Assigned a grade of A.No holdings flagged by our fossil fuel screen. Assigned a grade of A.How we track fossil fuel investments
A
$0
in fossil fuel investments
0
fossil fuel stocks found
0%
of assets flagged
Data as of 7/31/21
This fund earns an A grade, and has a sustainability mandate!
  For each fossil fuel category, we show the fund's exposure, if we found any. Click a category to see the breakdown of companies. When calculating a portfolio's exposure to a screen list, we only consider long investments, ignoring any shorts or liabilities.
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
No direct stock holdings
Coal industry
Coal industry
Coal miners and owners of coal reserves
No direct stock holdings
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
No direct stock holdings
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
No direct stock holdings
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Aspiration Redwood Fund $REDWX has no fossil fuel stock holdings!
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Financial performance
Performance data provided byMorningstarFind more financial data on REDWX at Morningstar.com
Current fund
REDWX
Aspiration Redwood Fund
Family
Aspiration Funds
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-0.12% less in annualized returns
Less invested in fossil fuels 
6.22% less invested
Lower carbon footprint 
26 tonnes CO2e/$1M USD lower
Less invested in Clean200 
5.41% less invested
Current fund
REDWX
Aspiration Redwood Fund
Family
Aspiration Funds
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-0.12% less in annualized returns
Less invested in fossil fuels 
6.22% less invested
Lower carbon footprint 
26 tonnes CO2e/$1M USD lower
Less invested in Clean200 
5.41% less invested
Current fund
REDWX
Aspiration Redwood Fund
Family
Aspiration Funds
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-0.12% less in annualized returns
Less invested in fossil fuels 
6.22% less invested
Lower carbon footprint 
26 tonnes CO2e/$1M USD lower
Less invested in Clean200 
5.41% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
REDWX - Aspiration Redwood Fund
39%
16%
18%
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
31%
18%
18%
16%
6.22% 
Fund compared to benchmark
 
7.69%
-1.72%
-0.12%
/
6.22%  lower
Find more financial data on REDWX at Morningstar.com
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