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Summary
The fund seeks long-term capital appreciation by investing in companies that are believed to exhibit commitment to sustainable business practices.
The investment team believes that companies with leadership in sustainable business practices also often exhibit higher profitability and durable financial returns with lower risk profiles. The investment process places emphasis on companies with demonstrated commitment to environmental, s More
Link
Fund Manager(s)
Price
-
$ 145.41
(
+1.28 )
Jan 22, 2025Last Close
- Net Assets
- Holding
- 52-Week High/Low
- $158.98 - $125.2
- Turnover
- 24%
- Expense Ratio
- 0.70%
Documents
Performance
YTD
-
3 Year
46.51%
5 Year
36.69%
Best
27.24%
2019
Worst
-27.75%
2022
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 14% | 6.5% | -9.4% | 5.6% | -15.8% | 17.3% | - | - | - |
| Q2 | - | -2.1% | 8.3% | -17.6% | 8.3% | 23.9% | 5.6% | -0.9% | - | - |
| Q3 | - | - | -3.6% | -2% | -9.9% | 3.7% | -1.3% | 7.1% | - | - |
| Q4 | - | - | 10.6% | -1.2% | 8% | 11.2% | 2.1% | -14% | - | - |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | 3.3% | 7.6% | 2.5% | -6.3% | - | - | - | - | - | - | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 11% | 23% | -28% | 11% | 20% | 27% | 0% | 0% | 0% |
Alpha
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| PSLGX | - | 11% | 23% | -28% | 11% | 20% | 27% | - | - | - |
| Russell 3000 | - | - | - | -29% | 25% | 37% | 34% | -3% | 28% | 6% |
| Alpha | - | 11% | 23% | 1% | -14% | -17% | -7% | - | - | - |