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Welcome! Feel free to copy this spreadsheet. Customize green cells. Edit gray cells at your own risk. - Yoshi TrybaSelect ESG Stock Index FundsSelect ESG Bond Index FundsAdd Your Own Index Funds
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US Large CapUS Mid CapUS Small CapGlobalInternational DevelopedEmerging MarketsUS TotalWorldCorporate Inv. GradeHigh Yield Corporate
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Portfolio %SUSLUSXFNULCNUMVNUMGESMLNUSCSDGDMXFNUDMLDEMEMXFNUEMEAGGNUBDBGRNSUSBSUSCHYXFNUHYAdd fundAdd fundAdd fundAdd fundAdd fundAdd fundAdd fundAdd fundAdd fundAdd fund
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Portfolio % Composition0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%
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ESG Index Methodology
(pre-populated funds all MSCI indexes)
LeadersChoice ScreenedLow-Carbon LeadersLow-Carbon LeadersLow-Carbon LeadersExtended FocusLow-Carbon LeadersSustainability ImpactChoice ScreenedLow-Carbon LeadersLeadersChoice ScreenedLow-Carbon LeadersExtended FocusSelectGreen BondExtended FocusExtended FocusChoice ScreenedSelect
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Investment FirmiSharesiSharesNuveenNuveenNuveeniSharesNuveeniSharesiSharesNuveeniSharesiSharesNuveeniSharesNuveeniSharesiSharesiSharesiSharesNuveen
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Net Expense Ratio0.10%0.10%0.20%0.40%0.40%0.17%0.40%0.49%0.12%0.40%0.16%0.16%0.45%0.10%0.20%0.20%0.12%0.18%0.35%0.35%
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MSCI Peer / Global ESG Percentile
94 / 7496 / 7998 / 84100 / 87100 / 9084 / 3998 / 65n/a / 8892 / 9681 / 9278 / 6096 / 8179 / 5498 / 8197 / 7589 / 7799 / 9099 / 8398 / 5698 / 51
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Stocks0.0%100.0%99.5%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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US Stocks0.0%97.5%97.5%97.5%100.0%100.0%100.0%100.0%32.0%0.0%0.0%0.0%0.5%0.5%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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Large Cap0.0%82.0%73.0%78.5%6.0%9.0%21.0%0.5%0.5%
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Mid Cap0.0%15.5%24.5%19.0%93%91.0%26.5%23.0%11.0%
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Small Cap0.0%1.5%73.5%77.0%
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International Stocks0.0%2.5%2.0%2.5%0.0%0.0%0.0%0.0%68.0%100.0%100.0%100.0%99.5%99.5%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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Europe0.0%2.0%1.5%1.0%34.0%54.0%61.0%
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Pacific0.0%19.0%45.0%38.0%25.0%27.0%27.0%
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Emerging Market0.0%0.5%0.5%1.5%15.0%75.0%72.5%72.5%
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Rest0.0%1.0%1.0%
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Bonds0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%88.0%96.5%99.5%99.0%99.0%99.0%98.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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US Bonds0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%81.0%87.0%10.0%75.0%80.5%86.5%86.5%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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Goverment0.0%36.0%38.0%
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Mortgage Backed Securities0.0%21.0%23.0%
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Corporate Investment Grade0.0%24.0%26.0%10.0%74.5%80.50%0.50%3.00%
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High-Yield Corporate0.0%0.5%86.0%83.5%
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International Bonds0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%7.0%9.5%89.5%24.0%18.5%12.5%11.5%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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Developed Government0.0%5.0%1.0%47.50%
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Emerging Goverenment0.0%1.0%1.0%7.0%
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Corporate Investment Grade0.0%1.0%7.5%35.0%24.0%18.50%
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High-Yield Corporate0.0%12.5%11.5%
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Cash0.0%12.0%3.5%0.50%1.0%1.00%1.00%2.00%
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Check for errors (should be 0% or +/- 100%)
0.0%100.0%99.5%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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