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, social and corporate governance policies.
The fund has the flexibility to invest in compani
Link
Directors
Sep 12, 2023- Baumann Barbara M
- Domotorffy Katinka
- Hill Catharine Bond
- Leibler Kenneth R
- Putnam, III George
- Reynolds Robert L
- Singh Manoj P
- Sutphen Mona K
- Ahamed Liaquat
- Williams Murphy Jennifer
- Pillai Marie
Chief Compliance Officer
- Clark James F
Fund Manager(s)
Price
Company Name |
Holding |
| MICROSOFT CORP | 8.95 % |
| APPLE INC | 7.86 % |
| NVIDIA CORP | 7.57 % |
| AMAZON.COM INC | 4.9 % |
| WALMART INC | 2.75 % |
| BOSTON SCIENTIFIC CORP | 2.49 % |
| ELI LILLY AND CO | 2.37 % |
| PUTNAM SHORT TERM INVESTMENT FUND | 2.04 % |
| APPLIED MATERIALS INC | 1.92 % |
| LINDE PLC | 1.91 % |
| More |
Documents
Performance
YTD
8.2%
3 Year
-5.51%
5 Year
36.82%
Best
35.93%
2013
Worst
-38.67%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 8.2% | 6.3% | -9.6% | 5.4% | -15.9% | 17.1% | 3.2% | 9.6% | -1.9% | 3.2% |
| Q2 | - | 8.2% | -17.7% | 8.1% | 23.7% | 5.4% | 6.1% | 4.9% | 1.2% | -0.7% |
| Q3 | - | -3.8% | -2.1% | -10.8% | 3% | -1.4% | 6.9% | 5.7% | 7.4% | -8.7% |
| Q4 | - | 10.3% | -2.6% | 7.9% | 11% | 1.6% | -14.1% | 5.7% | 0.7% | 6% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.3% | 7.5% | 2.5% | -3.7% | - | - | - | - | - | - | - | - |
| 2023 | 5.6% | -2.5% | 3.3% | 1.7% | 1% | 5.3% | 2.3% | -0.6% | -5.3% | -1.2% | 10.5% | 1.1% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 8% | 22% | -29% | 10% | 19% | 26% | -1% | 29% | 7% | -1% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| PNORX | 8% | 22% | -29% | 10% | 19% | 26% | -1% | 29% | 7% | -1% |
| Russell 3000 | - | - | -29% | 25% | 37% | 34% | -3% | 28% | 6% | 4% |
| Alpha | 8% | 22% | -1% | -15% | -18% | -8% | 2% | 1% | 2% | -4% |