Mutual fund
Aspiration Redwood Fund
Ticker REDWXMember of USSIFsocially responsible
Fund manager
Aspiration Funds
Prison industrial complex grade: One or more holdings were flagged by our prison industrial complex screen, but there were no higher risk companies in the portfolio. Assigned a grade of B.
B
$17.14 MILLION
Prison industrial complex
4
flagged holdings
14%
of assets flagged
Data as of 6/30/22
Flagged investments:
$17.14 MILLION, 14% of assets
Higher risk:
$0, 0% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
3
holdings
$14.54M
invested
12%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
3
holdings
$11.86M
invested
9.49%
of portfolio
All flagged holdings
4 holdings
4 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $7.98M
    6.39%
  • 2.  Costco Wholesale Corp
    Prison industry
    $5.28M
    4.23%
  • 3.  Salesforce Inc
    Border industry
    $2.59M
    2.07%
  • 4.  Ford Motor Co
    Prison industryBorder industry
    $1.28M
    1.03%
Higher risk
Private prison operator
Aspiration Redwood Fund $REDWX has $17.14 MILLION invested in 4 companies involved in the prison industrial complex, amounting to 14% of fund assets
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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: 7/31/22
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 
-1.89% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.17% less invested
Less invested in higher risk companies, border industry 
1.46% less invested
Less invested in higher risk companies 
1.46% less invested
Less invested in all screened prison industry companies 
4.57% less invested
Less invested in all screened border industry companies 
11.19% less invested
Less invested in all screened companies 
10.46% 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: 7/31/22
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 
-1.89% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.17% less invested
Less invested in higher risk companies, border industry 
1.46% less invested
Less invested in higher risk companies 
1.46% less invested
Less invested in all screened prison industry companies 
4.57% less invested
Less invested in all screened border industry companies 
11.19% less invested
Less invested in all screened companies 
10.46% 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: 7/31/22
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 
-1.89% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.17% less invested
Less invested in higher risk companies, border industry 
1.46% less invested
Less invested in higher risk companies 
1.46% less invested
Less invested in all screened prison industry companies 
4.57% less invested
Less invested in all screened border industry companies 
11.19% less invested
Less invested in all screened companies 
10.46% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
REDWX - Aspiration Redwood Fund
-7.56%
11%
11%
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
-4.67%
13%
13%
14%
0% 
Fund compared to benchmark
 
-2.89%
-2.48%
-1.89%
/
Same
Find more financial data on REDWX at Morningstar.com
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