Summary
The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.
The investment process utilizes a proprietary multi-factor model to highlight companies in the benchmark index that are sustainable leaders.
The research team believes sustainable leaders are companies with favorable environmental, social and governance qualities.
The team seeks to invest in companies that meet certain criteria for ESG sustainability and exhibit strong business fundamentals, so
Link
Directors
Jun 10, 2022- Therese M. Bobek
- Ingrid LaMae A. de Jongh
- Mark G. Doll
- Thomas A. Kloet
- David R. Martin
- Cynthia R. Plouche
- Mary Jacobs Skinner
- Darek Wojnar
Chief Compliance Officer
- Telmo Martins
Fund Manager(s)
- Peter Zymali
- Jeffrey Sampson
Price
Company Name |
Holding |
| Apple Inc. | 7.58 % |
| Microsoft Corporation | 5.74 % |
| Amazon.com, Inc. | 3.79 % |
| Alphabet Inc. | 2.9 % |
| MasterCard Incorporated | 2.72 % |
| The Home Depot, Inc. | 2.18 % |
| Merck & Co., Inc | 1.72 % |
| Alphabet Inc. | 1.71 % |
| Texas Instruments Incorporated | 1.65 % |
| The Procter & Gamble Company | 1.61 % |
| More |
Documents
Performance
YTD
4.3%
3 Year
10.57%
5 Year
72.92%
Best
29.15%
2019
Worst
-21.65%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 4.3% | 5.7% | -6.6% | 2.3% | -19.5% | 13.6% | -0.6% | - | - | - |
| Q2 | - | 8% | -15.3% | 15.3% | 21.8% | 1.9% | 5.8% | - | - | - |
| Q3 | - | -3.1% | -5.5% | -5.1% | 6.5% | 0.7% | 8.1% | - | - | - |
| Q4 | - | 11.3% | 4.9% | 10.9% | 12.2% | 8.7% | -14.9% | 5% | - | - |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.3% | 4.2% | 2.9% | -4.6% | - | - | - | - | - | - | - | - |
| 2023 | 6.6% | -2.7% | 1.8% | 1.1% | -0.2% | 7.1% | 3.6% | -1.6% | -5% | -3% | 9.5% | 4.8% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 4% | 23% | -22% | 24% | 18% | 29% | -5% | 0% | 0% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| NUESX | 4% | 23% | -22% | 24% | 18% | 29% | -5% | - | - | - |
| Russell 3000 Index | - | - | -21% | 24% | 19% | 29% | -7% | 19% | 10% | -1% |
| Alpha | 4% | 23% | -1% | -0% | -1% | 1% | 2% | - | - | - |