Aspiration Redwood Fund
Fund offered by:
Aspiration Funds
Ticker: REDWXMember of USSIFsocially responsible
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
$17.54 MILLION
Prison industrial complex
3
flagged holdings
12%
of assets flagged
Data as of 8/31/21
Flagged investments:
$17.54 MILLION, 12% 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
2
holdings
$14.03M
invested
9.53%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
2
holdings
$12.65M
invested
8.59%
of portfolio
All flagged holdings
3 holdings
3 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $9.15M
    6.21%
  • 2.  Costco Wholesale Corp
    Prison industry
    $4.89M
    3.32%
  • 3.  Salesforce.com Inc
    Border industry
    $3.51M
    2.38%
Higher risk
Private prison operator
Aspiration Redwood Fund $REDWX has $17.54 MILLION invested in 3 companies involved in the prison industrial complex, amounting to 12% 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: 9/30/21
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 
-0.93% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.11% less invested
Less invested in higher risk companies, border industry 
1.12% less invested
Less invested in higher risk companies 
1.12% less invested
Less invested in all screened prison industry companies 
6.56% less invested
Less invested in all screened border industry companies 
8.89% less invested
Less invested in all screened companies 
8.72% 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: 9/30/21
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 
-0.93% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.11% less invested
Less invested in higher risk companies, border industry 
1.12% less invested
Less invested in higher risk companies 
1.12% less invested
Less invested in all screened prison industry companies 
6.56% less invested
Less invested in all screened border industry companies 
8.89% less invested
Less invested in all screened companies 
8.72% 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: 9/30/21
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 
-0.93% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.11% less invested
Less invested in higher risk companies, border industry 
1.12% less invested
Less invested in higher risk companies 
1.12% less invested
Less invested in all screened prison industry companies 
6.56% less invested
Less invested in all screened border industry companies 
8.89% less invested
Less invested in all screened companies 
8.72% 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
33%
15%
16%
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
0% 
Fund compared to benchmark
 
3.35%
-1.25%
-0.93%
/
Same
Find more financial data on REDWX at Morningstar.com
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Action toolkit
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