Industry description
The investment seeks a favorable long-term total return that reflects the investment performance of the overall U.S. stock market while giving special consideration to certain environmental, social, and governance criteria ("ESG"), which include additional criteria relating to carbon emissions and fossil fuel reserves.
The fund invests at least 80% of its assets in equity securities. The advisor attempts to achieve investment results that reflect the return of the U.S. stock market as represented by its benchmark index, the Russell 3000®Index, while taking into consideration certain ESG criteria.