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

The investment process looks for companies in the benchmark index that effectively implement sustainable business strategies to drive their prospects for future earnings growth.

The manager defines sustainable companies as companies whose internal sustainability strategies lead to one or more Sustainable Business Advantages such as revenue growth, cost improvements, or enhanced franchise value, or that l

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

The investment process looks for companies in the benchmark index that effectively implement sustainable business strategies to drive their prospects for future earnings growth.

The manager defines sustainable companies as companies whose internal sustainability strategies lead to one or more Sustainable Business Advantages such as revenue growth, cost improvements, or enhanced franchise value, or that lead to reduced risk to a company’s prospects for growth.

The investment team also integrates environmental, social, and governance factors into its investment process.

Next the research team focuses on companies that have fundamental strength to deliver above-average earnings growth over a market cycle with attractive valuations.

Then the team seeks companies with strong business models and prospects for growth, strong cash flow generation, and a solid track record of execution.

In addition, the team utilizes scenario analyses to assess the company’s valuation and potential for appreciation or downside risk.

Then the manager constructs a portfolio from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund has low to no exposure to companies that have received international sanctions, derive significant revenue from gambling or the production of alcohol, tobacco, weapons, or fossil fuel extraction.

The fund may also invest in securities of small market capitalization companies.

The fund may invest up to 15% of its net assets in issuers of foreign securities including American Depositary Receipts, which may include emerging markets securities.

In order to respond to adverse market, economic, political, or other conditions, the fund may assume a temporary defensive position and invest without limit in cash and prime quality cash equivalents such as prime commercial paper and other money market instruments.