NEW! The Socially Responsive Equity Fund is now the Sustainable Equity Fund as of October 1, 2019. The name change reflects a change in the underlying manager and strategy of this Passport Fund. The Sustainable Equity Fund will continue to invest 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 will be to achieve positive long-term capital appreciation over a full market cycle, while focusing on sustainability characteristics including environmental, social, and governance (ESG) factors. For more information, please read the fund fact sheet in the Fall 2019 In-Service News or Benefits Report newsletters. Through September 2019, the Sustainable Equity Fund was known as the Socially Responsive Equity Fund.
Note: Some TRS materials such as forms may include the previous fund name (Socially Responsive Equity Fund) for a short time after the transition.
Returns shown for 1 Year, 3 Years, 5 Years, and 10 Years are annualized.
March 2020: $18.049
as of December 31, 2019
For benchmark comparison information, please access the Fund Profiles booklet.