The Fund seeks to provide a total return which exceeds the total return of the Russell 1000® Index over a market cycle through investment in securities that meet the Fund's investment criteria, including financial, sustainability and social responsibility factors.
The Fund employs an active investment strategy and invests primarily in the common stock of U.S. large-cap companies that meet the Fund's investment criteria, inclduing financial, sustainability and social responsibility factors, using quantitative, fundamental, and macro-economic insights that are designed to identify stocks with the greatest potential to outperform the market. Insights from this stock selection process are enhanced by the Advisor's fundamental investment research, which seeks to add value by integrating traditional fundamental investment analysis with the Advisor's proprietary views on critical environmental, sustainability and governance issues.
Investment in mutual funds involves risk, including possible loss of principal invested. You could lose money on your investment in the Fund or the Fund could underperform because of the following risks: the market prices of stocks held by the Fund may fall; individual investments of the Fund may not perform as expected; and/or the Fund's portfolio management practices may not achieve the desired result. In addition, large-cap companies may be unable to respond quickly to new competitive challenges, such as changes in technology, and also may not be able to attain the high growth rate of successful smaller companies, especially during periods of economic expansion.