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.
Returns shown for 1 Year, 3 Years, 5 Years, and 10 Years are annualized.
June 2025: $31.707
as of December 31, 2022
$444 Million
^Totals may not add up due to rounding.
For benchmark comparison information, please access the Fund Profiles booklet.