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
Fund Manager(s)
Price
Documents
Performance
YTD
11.2%
3 Year
-1.65%
5 Year
45.33%
Best
27.24%
2019
Worst
-27.75%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.3% | 7.6% | 2.5% | -6.3% | - | - | - | - | - | - | - | - |
| 2023 | 5.7% | -3% | 3.9% | 1.7% | 1% | 5.4% | 2.3% | -0.6% | -5.3% | -1.1% | 10.6% | 1.2% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 11% | 23% | -28% | 11% | 20% | 27% | 0% | 0% | 0% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| PSLGX | 11% | 23% | -28% | 11% | 20% | 27% | - | - | - | - |
| Russell 3000 | - | - | -29% | 25% | 37% | 34% | -3% | 28% | 6% | 4% |
| Alpha | 11% | 23% | 1% | -14% | -17% | -7% | - | - | - | - |