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. For benchmark comparison information, please access the Fund Profiles booklet.
Returns shown for 1 Year, 3 Years, 5 Years, and 10 Years are annualized.
| Quarter 4/1/26 to 6/30/26 |
1 Year 7/1/25 to 6/30/26 |
3 Years 7/1/23 to 6/30/26 |
5 Years 7/1/21 to 6/30/26 |
10 Years 7/1/16 to 6/30/26 |
|---|---|---|---|---|
| 15.63% | 13.02% | 16.94% | 9.55% | 14.15% |