Strategic Advisers U.S. Total Stock Fund
Shareclass
Strategic Advisers U.S. Total Stock (FSAKX)
Type
Open-end mutual fund
Manager
Investments in major fossil fuel companies
Top 200 carbon reserves$778.72 MILLION
Top 50 coal-fired power$648.94 MILLION
Top 200 carbon reserves$252.08 MILLION
Top 200 carbon reserves$223.75 MILLION
Top 200 carbon reserves$144.61 MILLION
PPL Corp
Top 50 coal-fired power$91.99 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Carbon Underground 200
29
holdings
$1.75B
invested
2.67%
of portfolio
Coal industry
Coal miners, coal services, owners of coal reserves
14
holdings
$506.69M
invested
0.77%
of portfolio
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
71
holdings
$3.27B
invested
4.98%
of portfolio
Utility sector
Top 50 coal-fired utilities
Macroclimate 50
7
holdings
$848.53M
invested
1.29%
of portfolio
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
37
holdings
$1.94B
invested
2.95%
of portfolio
When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
98 holdings
98 holdings
- 1. Exxon Mobil Corp
$778.72M1.19% - 2. Berkshire Hathaway Inc Class B
$648.94M0.99% - 3. CSX Corp
$281.21M0.43% - 4. NextEra Energy Inc$268.06M0.41%
- 5. ConocoPhillips$252.08M0.38%
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Share to spread the word.
Business as usual is fueling climate destruction.
Business as usual is fueling climate destruction.
Strategic Advisers U.S. Total Stock Fund $FSAKX is 7.31% ($4.8 BILLION) invested in fossil fuel stocks
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Strategic Advisers U.S. Total Stock Fund FSAKX
Environment
Social
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Financial performance
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Find more financial data on FSAKX at Morningstar.com
Find more financial data on FSAKX at Morningstar.comRecent blog posts
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