Sustainable Equity Fund
The Sustainable Equity Fund invests primarily in stocks of large- and mid-cap U.S. companies that meet certain financial and social criteria, with a focus on sustainable business practices. The objective of the Sustainable Equity Fund is to achieve positive long-term capital appreciation over a full market cycle, while focusing on sustainability characteristics including environmental, social, and governance (ESG) factors.
Returns shown for 1 Year, 3 Years, 5 Years, and 10 Years are annualized.
| Quarter 2/1/26 to 4/30/26 |
1 Year 5/1/25 to 4/30/26 |
3 Years 5/1/23 to 4/30/26 |
5 Years 5/1/21 to 4/30/26 |
10 Years 5/1/16 to 4/30/26 |
|---|---|---|---|---|
| 4.23% | 25.16% | 18.81% | 9.89% | 13.69% |
$444 Million
| Asset | Allocation | in Millions^ |
|---|---|---|
| Sustainable Equity Fund | 100% | $444 |
^Totals may not add up due to rounding.
For benchmark comparison information, please access the Fund Profiles booklet.