The investment seeks to achieve long-term total return which matches the performance of an index comprised of the stocks of companies selected based on environmental, social and governance criteria. The fund invests at least 80% of assets in equities. It invests substantially all of its assets in the common stocks which make up the MSCI KLD 400 Social Index. Companies for the index are identified based on a review of environmental, social and governance (ESG) ratings. The fund buys and sells stocks so that the composition of its securities holdings will correspond, to the extent reasonably practicable, to the composition of securities in the index.
Fund filings (PDF) »
Brent Reeder (Started: Nov 29, 2010)
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