Description

Under typical market circumstances, this fund dedicates at least 80% of its overall capital (which may include assets acquired through borrowing for investment) to ownership stakes in major corporations or economic sectors. These investments are specifically chosen because they fulfill the portfolio manager's established sustainability benchmarks. Management identifies "large-capitalization companies" as those possessing market valuations comparable to entities within the S&P 500 Index. The term "equity securities" refers to instruments such as common stock, preferred stock, and other financial equivalents representing company ownership.