Company Details

The fund primarily invests in large-cap and mid-cap common stocks, and under normal circumstances, it invests at least 80% of its assets in the equity securities of U.S. companies meeting the adviser’s sustainability criteria. The adviser’s sustainability criteria are based on a proprietary scoring methodology, which includes an assessment of environmental, social and corporate governance (ESG) characteristics, qualitative factors, and the adviser’s subjective judgment as to which companies are sustainable leaders.