October 2023 ESG Summary For Risk-Managed ESG Strategy

This Month: Asset Allocation

58% equities, which is down from the month prior and spread across 52 stocks, with 42% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Energy and communication services

This Month: Largest % Decreases

Consumer staples and real estate

Last Month: Best Performers


Last Month: Worst Performers

Industrials and technology

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