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, including financial, sustainability and social responsibility factors. The Fund's investment process seeks to add value by using the Advisor's fundamental, quantitative, and macro-economic research and analyses while integrating the Advisor's proprietary views on material environmental, social and governance ("ESG") information as part of its risk and opportunity assessment. The portfolio construction process seeks to maximize the benefit of these insights while managing the Fund's risk profile relative to its benchmark, and minimizing transaction costs. The Fund seeks to invest in companies and other enterprises that demonstrate positive ESG performance as they address corporate responsibility and sustainability challenges. The Fund defines large-cap companies as those whose market capitalization falls within the range of the Russell 1000 Index.
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.