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. For benchmark comparison information, please access the Fund Profiles booklet.
Returns shown for 1 Year, 3 Years, 5 Years, and 10 Years are annualized.
| Quarter 5/1/26 to 7/31/26 |
1 Year 8/1/25 to 7/31/26 |
3 Years 8/1/23 to 7/31/26 |
5 Years 8/1/21 to 7/31/26 |
10 Years 8/1/16 to 7/31/26 |
|---|---|---|---|---|
| 3.94% | 10.32% | 15.05% | 8.08% | 13.57% |