The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in a broad range of equity securities.

The team favors companies with financial strengths and outlook.

In addition, the team utilizes its proprietary values-based

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in a broad range of equity securities.

The team favors companies with financial strengths and outlook.

In addition, the team utilizes its proprietary values-based screening processes to narrow the investable universe.

The team focuses on companies that reflect values such as respecting the value and freedom of all people, demonstrating a concern for justice and peace, promoting family and community, exhibiting responsible management practices, and practicing environmental stewardship.

Additionally, the team may invest in securities that fund community development institutions and serve needs such as those of low-to-moderate income families and communities.

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

From time to time, the fund may invest a substantial portion of its net assets in the stock of companies in the technology, industrial, healthcare and life sciences sectors.

The fund may invest without limitation in securities in companies domiciled outside the United States either directly or through American Depositary Receipts.

Also, the fund may invest up to 15% of its net assets in companies whose securities may have legal or contractual restrictions on resale or are otherwise illiquid.

Additionally, the fund may invest in development stage companies.