Description

This fund typically commits a minimum of 80% of its capital to a varied collection of U.S. stocks issued by companies of medium market capitalization. The Adviser defines these midcap companies as those whose market value falls within the range of the Russell Midcap® Index at the point of purchase. Crucially, the Adviser integrates the evaluation of financially significant environmental, social, and governance (ESG) factors into the fund's investment decision-making process.