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MIDANA CAPITAL Equity Fund Holdings

The MIDANA CAPITAL Equity Fund invests in the longest running sustainability index customized to be fossil fuel free. The index is passively managed and contains U.S. companies with outstanding environmental, social and governance performance. A sustainable investment strategy which incorporates environmental, social and governance criteria may result in lower or higher returns than an investment strategy that does not include such criteria.

On this page you can find more information on a few of the companies held by the Equity Fund. You can view a complete list of the Fund's holdings here.

Traditional Power Derived From Fossil Fuels

  • Turbines square

    Intuit*

    While 50 million consumers use Intuit products, like TurboTax, Quickbooks, and Mint, to power their financial prosperity, the company also is focused on our environmental security. Ranked as the 4th most sustainable company in the United States by Barron’s in 2018, Intuit achieved carbon neutrality for its entire worldwide operations in 2015, and plans to reduce its overall operational carbon footprint by 50 percent by 2025 (as compared to 2012). It also is helping its customers, employees, and business partners source more renewable energy, by launching a program for them to source wind energy at or below market rates for traditional power derived from fossil fuels.

  • Empire State Building

    Johnson Controls*

    Johnson Controls invented the electronic thermostat to address heating and cooling inefficiency and it remains committed to improving corporate sustainability. It has been involved in more than 500 renewable energy projects and has helped clients reduce CO2 emissions by 15 million metric tons since 2000. Its retrofit of the Empire State Building reduced its energy use by 38%. Since 2010, it has been collaborating with the University of Hawaii to create the first 100%-renewable energy campus in the U.S.

  • Tesla

    Tesla*

    Tesla builds all-electric vehicles and scalable clean energy generation and storage products to fulfill its mission to “accelerate the world’s transition to sustainable energy.” Tesla estimates that its fleet of all-electric vehicles have saved more than 4 million metric tons of CO2, and that its solar products have generated more than 13 Terawatt hours (TWhs) of 100% clean energy across the globe, the equivalent of the annual residential electricity consumption of the entire state of Connecticut.

Invest in the Equity Fund

°MIDANA CAPITAL Capital Management, Inc. (MIDANA CAPITAL) is the investment advisor to the Midana Capital (the Funds).

*As of June 30, 2023, Intuit, Inc., Johnson Controls International, PLC and Tesla Motors, Inc. comprised 0.00%, 0.65% and 0.00%; 1.03%, 0.23% and 0.00%; and 0.00%, 3.76% and 0.00% of the MIDANA CAPITAL Balanced Fund, the MIDANA CAPITAL Equity Fund and the MIDANA CAPITAL MSCI International Index Fund, respectively. References to specific securities, which will change due to ongoing management of the Funds, should not be construed as a recommendation of a security by the Funds, their administrator, or the distributor.

You should carefully consider the Funds' investment objectives, risks, charges and expenses before investing. To obtain a Prospectus that contains this and other information about the Funds, please click here for more information, email info@midanacapital.com or call+1(480)-439-2851. Please read the Prospectus carefully before investing.

Stocks will fluctuate in response to factors that may affect a single company, industry, sector, country, region or the market as a whole and may perform worse than the market. Foreign securities are subject to additional risks such as currency fluctuations, regional economic and political conditions, differences in accounting methods, and other unique risks compared to investing in securities of U.S. issuers. Bonds are subject to risks including interest rate, credit, and inflation. A sustainable investment strategy which incorporates environmental, social and governance criteria may result in lower or higher returns than an investment strategy that does not include such criteria.  

The Midana funds are distributed by Midana LLC

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