Making money. Making a difference. You shouldn't have to pick between the two.
You shop with a conscience when you purchase clothes, coffee, or cartons of eggs. However, when it comes to investing, the conventional wisdom has held that there is a trade-off between ethics and earnings. Backed by the investment experience of UBS Asset Management, the Aspiration Redwood Fund considers the triple bottom line of profit, people, and the planet — and believes that each of these is strengthened and lifted up by the others.
Summary
as of
Ticker
REDWX
NAV
Category
Sustainable Investing
Open to new investors
Yes
Account minimum
$10
Risks Disclosure
An investment in the Fund is subject to investment risks, including the possible loss of some or the entire principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective. Investment in the Fund is also subject to the following risks: Market Risk, Management Risk, Derivatives Risk, Futures Risk, Leverage Risk Associated with Financial Instruments, Focused Investment Risk, Foreign Investing Risk, Limited Capitalization Risk, Temporary Defensive Positions, New Fund Risk. More information about these risks can be found in the Fund's prospectus and summary prospectus.
Prospectus Offer
An investor should carefully consider the investment objectives, risks, and charges and expenses of the Fund before investing. The prospectus and summary prospectus contain this and other information about the Fund.
A copy of the prospectus and summary prospectus are available at the above links or by calling at 800-683-8529.
The prospectus or summary prospectus should be read carefully before investing. Current and future holdings are subject to change and risk.
Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Aspiration Fund Adviser, LLC is the adviser to the Aspiration Redwood Fund, which is distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 100 E. Six Forks Road, Suite 200, Raleigh, North Carolina, 27609, 800-773-3863. There is no affiliation between Aspiration Fund Adviser, LLC, including its principals, and Capital Investment Group, Inc.
Serial Number: RCASP0920002