About NIAGX
The Nia Impact Solutions Fund is an actively managed equity mutual fund dedicated to generating long-term capital appreciation by investing in companies that drive progress across diversity and inclusion, sustainability, and social justice. The fund typically holds between 45 and 50 stocks, encompassing both U.S. and international companies, including those from emerging markets. Its investment universe is defined by strict environmental, social, and governance (ESG) criteria, emphasizing organizations that deliver high-impact, solutions-oriented products and services.
Core investment themes include climate change mitigation, sustainable design, healthcare innovation, natural and organic foods, sustainable and affordable transportation, thriving communities, and eco-friendly housing. The fund seeks out companies with strong fundamentals and growth potential, especially those whose market value does not fully reflect their social and environmental contributions. Notably, the portfolio demonstrates a commitment to corporate social responsibility, women's leadership, and expanding opportunity for historically underserved groups.
Through its focused approach, the Nia Impact Solutions Fund aims to support the transition toward a more regenerative, equitable, and inclusive global economy, making it a notable player in the impact investing and ESG landscape.
Fund Family Nia Impact Capital
Category World Large-Stock Blend
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol NIAGX
NIAGX had a total return of 8.20% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.90%.
