Description

This fund primarily channels its investments into common stock shares of companies with substantial or medium market capitalization. Under typical market conditions, at least four-fifths of its portfolio is dedicated to equity securities of U.S.-based firms that satisfy the adviser's specific sustainability requirements. These requirements are determined by an exclusive, in-house scoring framework that assesses environmental, social, and corporate governance (ESG) attributes, incorporates various qualitative elements, and applies the adviser's informed judgment to identify leading sustainable enterprises.