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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.

4/1/24 to 6/30/24
1 Year
7/1/23 to 6/30/24
3 Years
7/1/21 to 6/30/24
5 Years
7/1/19 to 6/30/24
10 Years
7/1/14 to 6/30/24
2.94% 27.38% 7.91% 16.69% 12.35%

Unit Value

July 2024: $31.308

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.