Description

Under typical market conditions, this fund commits a minimum of 80% of its holdings to the stock of environmentally and socially responsible U.S. corporations. A maximum of 20% of its capital may be directed towards non-domestic companies, which can encompass businesses in emerging economies. Despite being formally designated as "diversified" under the revised Investment Company Act of 1940, the portfolio's investments might be concentrated in fewer individual companies compared to other investment funds boasting greater diversification.