The fund seeks total return in the long term by investing in mid-and large-size companies in the United States.

The sub-adviser’s investment process combines two investment management strategies namely U.S. Core and Thematic Solutions.

U.S. Core is comprised of mid- to large-capitalization stocks with strong social and environmental profiles relative to their peers.

Thematic Solutions seeks to invest in solu More

The fund seeks total return in the long term by investing in mid-and large-size companies in the United States.

The sub-adviser’s investment process combines two investment management strategies namely U.S. Core and Thematic Solutions.

U.S. Core is comprised of mid- to large-capitalization stocks with strong social and environmental profiles relative to their peers.

Thematic Solutions seeks to invest in solution-oriented sustainability leaders across the full market-capitalization spectrum.

Then the research team evaluates a company’s core business, environmental and social factors from a list of companies in the benchmark index.

The team also assesses how a company treats its key stakeholders, such as its customers, employees, suppliers, ecosystems, local, national and global communities, and/or investors.

Next, the team narrows the investable universe to a list of companies that create positive environmental and social outcomes for people and the planet while seeking competitive financial returns.

Then the manager constructs a diversified stock portfolio seeking long-term total return consistent with the promotion of universal human dignity and ecological sustainability.

The fund may have significant exposure to securities of issuers in the information technology, health care, consumer discretionary, communication service, and financial sectors.

However, the fund may exclude companies involved in certain lines of businesses such as weapons & firearms, nuclear, oil, natural gas, coal & uranium mining, for-profit prisons, tobacco, alcohol, and gambling.

The fund may invest in companies that demonstrate a commitment to sustainability solutions such as creating products that help accelerate the transition to a low-carbon future, contribute to the development of sustainable communities, ensure access to clean water, support more sustainable food systems, promote societal health and wellbeing, broaden financial inclusion, or bridge the digital divide and/or expand access to economic opportunity.

The fund has the flexibility to invest across all market capitalizations.