MIDANA CAPITAL Balanced Fund Holdings
The Balanced Fund keeps your dollars out of fossil fuel companies and instead seeks to invest in sustainable companies and environmental innovators.
The MIDANA CAPITAL Balanced Fund invests in companies based on its high environmental standards and includes investments in the Renewable and Energy Efficiency sector and green bonds that help finance efforts to mitigate the impact of climate change. 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 and bonds held by the Balanced Fund. You can view a complete list of the MIDANA CAPITAL Fund's holdings here.
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First Solar*
First Solar is a leading global provider of comprehensive photovoltaics (PV) solar energy solutions, with more than 25 GW sold worldwide generating enough electricity to displace over 17 million metric tons of CO2e per year, power more than 12 million average homes, and save 45 billion liters of water (or 18,000 Olympic swimming pools) per year during their 25+ product life. It designs, manufactures, and sells photovoltaic (PV) solar modules and PV power plants that primarily use its solar modules. It was ranked 10th in Fortune’s 2016 “Change the World” list of companies taking on society’s biggest problems
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Xylem*
Xylem is a leading global water technology company, offering innovative solutions that help enable sustainability throughout the life cycle of water. In 2018, it was named as one of the top 10 most sustainable companies in the U.S. by Barron’s and ranked 7th in FORTUNE’s "Change the World" list of companies making a significant social impact through their core business strategy. Xylem’s corporate citizenship program, Xylem Watermark, provides and protects safe water resources in communities around the world.
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Starbucks* Sustainability Bond
Green and sustainable bonds, which finance climate mitigation projects around the world, currently constitute over 65% of the fixed-income holdings in the Balanced Fund.1 One example is the pioneering Starbucks Sustainability Bond, which finances sustainable agriculture initiatives.
One program supports coffee farmers who commit to promote long term productivity by keeping soil healthy, conserving water, and growing shade trees to protect wildlife. The bond proceeds also may help advance Starbuck’s efforts to garner Leadership in Energy and Environmental Design (LEED) certification at retail outlets.
Invest in the MIDANA CAPITAL Balanced Fund
°MIDANA CAPITAL Capital Management, Inc. (MIDANA CAPITAL) is the investment advisor to the Midana Capital (the Funds).
1As of June 30, 2023, green and sustainable bonds comprised 67.34% of total bonds held in the MIDANA CAPITAL Balanced Fund.
*As of June 30, 2023, First Solar, Inc., Xylem, Inc. and Starbucks Corporation comprised 0.60%, 0.10% and 0.00%; 1.41%, 0.13% and 0.00% and 1.63%, 0.57% 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
