SUSTAINABLE RESPONSIBLE

SUPERIOR PERFORMANCE WITH LOWER RISK

Our Sustainable Responsible LargeCap and SMidCap strategies seek to efficiently capture return opportunities while managing portfolio risk relative to their benchmarks.

 

Sustainable Responsible LargeCap

Inception Date: December 1, 2004
Benchmarks: S&P 500® Index and LargeCap Model Portfolio

 

Sustainable Responsible SMidCap

Inception Date: December 1, 2004
Benchmarks: Russell 2500® Index and SMidCap Model Portfolio

 

Sustainable Responsible LargeCap - Catholic

Inception Date: November 1, 2012
Benchmarks: S&P 500® Index and LargeCap Model Portfolio

 

Sustainable Responsible LargeCap - Clean Energy

Inception Date: March 31, 2013
Benchmarks: S&P 500® Index and LargeCap Model Portfolio
Additional Information

 

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SUPERIOR PERFORMANCE WITH LOWER RISK