Effective 11/8/19, the Fund added Schroder Investment Management North America Inc. as a sub-adviser and Schroder Investment Management North America Ltd. as a sub-sub-adviser to the Fund. Please refer to the prospectus for more information.
Objective
Seeks long-term capital appreciation.
Overview
A global equity fund that invests in companies that could benefit from efforts to mitigate or adapt to climate change.
The portfolio managers are supported by the full resources of their respective firms.
Performance
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.
SI = Since Inception. Fund Inception: 02/29/2016
Characteristics
% in Equities | 98 |
---|---|
% in Foreign Equities | 33 |
Dividend Frequency | Annually |
Alphabet, Inc. | 2.87 |
Hitachi Ltd. | 2.85 |
Microsoft Corp. | 2.49 |
Ecolab, Inc. | 2.41 |
TopBuild Corp. | 2.24 |
Amazon.com, Inc. | 2.14 |
Acuity Brands, Inc. | 1.92 |
Schneider Electric SE | 1.80 |
Sempra | 1.79 |
Siemens AG | 1.78 |
Total Portfolio % | 22.29 |
Insights
Fund Literature