Aspiration Redwood Fund

Shareclass
Aspiration Redwood (REDWX)
Type
Open-end mutual fund
Sustainability mandate
Member of US-SIF
Gun grade: No holdings flagged for our civilian firearm screens. Assigned a grade of A.
How we track gun investments
A
0
gun stocks found
0%
of assets flagged
Data as of 7/31/23
For each civilian firearm category, we show the fund's exposure. 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.
Civilian firearms
Gun manufacturers
Gun manufacturers
Manufacturers of civilian firearms
0 direct stock holdings
Major gun retailers
Major gun retailers
Largest public retailers of civilian firearms
0 direct stock holdings
No gun manufacturer and major gun retailer stocks found in Aspiration Redwood Fund $REDWX
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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: 8/31/23
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 
-2.24% less in annualized returns
Less invested in civilian firearms 
0.77% 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: 8/31/23
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 
-2.24% less in annualized returns
Less invested in civilian firearms 
0.77% 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: 8/31/23
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 
-2.24% less in annualized returns
Less invested in civilian firearms 
0.77% less invested
Month-end trailing returns  
Annualized returns
Gun investments
1-yr
3-yr
5-yr
10-yr
Civilian firearm
This fund
REDWX - Aspiration Redwood Fund
13%
10%
8.85%
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
16%
10%
11%
13%
0.77% 
Fund compared to benchmark
 
-2.9%
-0.03%
-2.24%
/
0.77%  lower
Find more financial data on REDWX at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Action toolkit
Ask your employer about adding gun free options to your retirement plan
Find sustainable funds that are gun free
Visit Weapon Free Funds to see this fund's exposure to military weapon companies
Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

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