| NASDAQ (NMS) Exchange | US Country |
The fund is designed to cater to investors looking for growth potential by focusing on mid-capitalization companies that show signs of high quality and/or above-average growth. These are typically companies whose market capitalizations align closely with the issuers included in a specified index over the previous 13 months at the time of acquisition. A distinctive feature of the fund is its commitment to ethical investing, pledging to allocate at least 80% of its assets towards securities that meet its ethical investment criteria. This approach not only aims to generate financial returns for investors but also ensures that the investments adhere to certain ethical standards, distinguishing the fund in the competitive investment landscape.
This service focuses on investing in the common stocks of mid-capitalization companies believed to be high quality and/or have above-average growth potential. Mid-cap companies are selected based on their market capitalizations being similar to those issuers included in an index that is referenced over the last 13 months at the time of purchase. This strategy aims to identify companies with the potential for robust growth and financial performance, offering investors the opportunity to benefit from the growth of these dynamic businesses.
A core aspect of the fund's philosophy is its commitment to ethical investing, ensuring that at least 80% of its assets are invested in securities that meet the fund's defined ethical standards. This involves a thorough screening process to assess the compliance of potential investments with these criteria, reflecting the fund's dedication to responsible investing practices. This approach seeks to appeal to investors who are not only interested in financial returns but also want to ensure their investments align with their personal or institutional ethical values.