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Sustainable Equity Fund

The Sustainable Equity Fund invests primarily in stocks of large- and mid-cap U.S. companies that meet certain financial and social criteria, with a focus on sustainable business practices. The objective of the Sustainable Equity Fund is to achieve positive long-term capital appreciation over a full market cycle, while focusing on sustainability characteristics including environmental, social, and governance (ESG) factors.

Investment Returns

Returns shown for 1 Year, 3 Years, 5 Years, and 10 Years are annualized.

Quarter
10/1/22 to 12/31/22
1 Year
1/1/22 to 12/31/22
3 Years
1/1/20 to 12/31/22
5 Years
1/1/18 to 12/31/22
10 Years
1/1/13 to 12/31/22
2.75% (31.01%) 7.64% 8.00% 11.30%

Unit Value

January 2023: $20.921

Unit Value Historical Data

Asset Allocation

as of December 30, 2021

$614 Million

Asset Allocation in Millions
Sustainable Equity Fund 100% $614

Benchmark Comparison

For benchmark comparison information, please access the Fund Profiles booklet.