Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
The fund will generally invest in large capitalization companies the advisor believes show business improvement using a proprietary multi-factor model that combines fundamental measures of a stock"s value and growth potential with sustainability (environmental, social, and governance) characteristics. Under normal market conditions, it will invest at least 80% of its assets in equity securities of large capitalization companies.
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