Carbon Collective Climate Solutions U.S. Equity ETF

Shareclass
Carbon Collective Climate Sol US Eq ETF (CCSO)
Type
Exchange-traded fund
Sustainability mandate
Deforestation grade: Fund is invested in deforestation-risk banks and lenders and/or major consumer brands, but no holdings flagged for our deforestation-risk agricultural commodity producer/trader screen. Assigned a grade of B.
How we track deforestation-risk investments
B
0.1%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
1
holdings flagged
0.1%
of assets flagged
This fund contains
 $31,524 invested 
in holdings flagged for deforestation risk
Take action
producers
Commodity producers
0 holdings
0% of assets
$0 invested
banks
Banks and lenders
0 holdings
0% of assets
$0 invested
consumers
Major consumer brands
1 holdings
0.1% of assets
$31,524 invested
No holdings icon
Commodity producers
0 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
No holdings icon
Banks and lenders
0 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
Major consumer brands
Major consumer brands
1 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
1 HOLDINGS
  • % of portfolio
    $ invested
  • 1. The Hain Celestial Group Inc
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.1%0.1% of portfolio
    $31,524$31,524 invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
View more info
DATA AS OF 31 Oct 2024
Financial performance
Performance data provided byMorningstarFind more financial data on CCSO at Morningstar.com
Current fund
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
Family
Carbon Collective Funds
Category
Mid-Cap 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: 10/31/24
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 1-yr returns 
-14.48% less in annualized returns
Less invested in commodity producers 
0.17% less invested
Less invested in banks and lenders 
2.44% less invested
Less invested in major consumer brands 
11.39% less invested
Current fund
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
Family
Carbon Collective Funds
Category
Mid-Cap 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: 10/31/24
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 1-yr returns 
-14.48% less in annualized returns
Less invested in commodity producers 
0.17% less invested
Less invested in banks and lenders 
2.44% less invested
Less invested in major consumer brands 
11.39% less invested
Current fund
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
Family
Carbon Collective Funds
Category
Mid-Cap 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: 10/31/24
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 1-yr returns 
-14.48% less in annualized returns
Less invested in commodity producers 
0.17% less invested
Less invested in banks and lenders 
2.44% less invested
Less invested in major consumer brands 
11.39% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
CCSO - Carbon Collective Climate Solutions U.S. Equity ETF
23%
/
/
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
0.17% 
Fund compared to benchmark
 
-14.48%
/
/
/
0.17%  lower
Find more financial data on CCSO at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
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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