The Social Impact portfolio provides more
exposure to companies with a demonstrated
focus on supporting social equity and
minority empowerment. It maintains a
diversified, relatively low-cost approach
to help customers investing for the
long-term save towards their goals while
expressing their socially-conscious
values.
Who it's for
Socially-conscious investors
Allocations as of June 30, 2023.
As the bond exposure increases relative
to stocks within this portfolio, the
exposure to SRI focused ETFs will
decline. This portfolio strategy has 101
different allocation options, from 0%
bonds to 100% stocks. The 70% stock, 30%
bond portfolio has been selected to
display holdings. Different allocations
will have different weights of each
asset class. AlphaX Trade may recommend
a different allocation based on various
goal inputs tailored to each client,
including the time horizon for your goal
with the longest period starting at 90%
stocks. The holdings shown reflect the
portfolio model for tax-deferred
accounts, like IRAs or 401(k)s. Expect
differences in taxable accounts.
Social Impact
Additional Resources
Socially Responsible Investing Portfolios DisclosureAllocations as of June 30, 2023.
As the bond exposure increases relative to stocks within this portfolio, the exposure to SRI focused ETFs will decline. This portfolio strategy has 101 different allocation options, from 0% bonds to 100% stocks. The 70% stock, 30% bond portfolio has been selected to display holdings. Different allocations will have different weights of each asset class. AlphaX Trade may recommend a different allocation based on various goal inputs tailored to each client, including the time horizon for your goal with the longest period starting at 90% stocks. The holdings shown reflect the portfolio model for tax-deferred accounts, like IRAs or 401(k)s. Expect differences in taxable accounts.