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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.

2/1/24 to 4/30/24
1 Year
5/1/23 to 4/30/24
3 Years
5/1/21 to 4/30/24
5 Years
5/1/19 to 4/30/24
10 Years
5/1/14 to 4/30/24
1.73% 28.27% 7.02% 14.50% 11.88%

Unit Value

June 2024: $29.828

Unit Value Historical Data 

Asset Allocation

as of December 31, 2022

$444 Million

Asset Allocation in Millions^
Sustainable Equity Fund 100% $444

^Totals may not add up due to rounding.

Benchmark Comparison

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