The investment seeks long-term capital growth. The fund invests at least 80% of assets in common stocks of U.S. issuers that meet certain socially responsible criteria. It may invest 50% of its assets in securities of mid-capitalization companies. The sub-adviser considers social criteria such as an issuer's community relations, corporate governance, diversity, employee relations, environmental impact and sustainability, human rights record and product safety. The fund seeks to avoid investing in any issuer that derives more than 5% of total revenue from tobacco, alcohol, gambling, abortion or weaponry or that is involved in nuclear power.
Fund filings (PDF) »
Andrew Bischel (Started: Jan 3, 2005)
Shelley Mann (Started: Jan 3, 2005)
Kenneth Kaplan (Started: Jan 3, 2005)
Joshua Rothe (Started: Jan 3, 2005)
# Contact ?>
CNI Charter, 4400 N. Roxbury Drive