Fund Description

The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities, such as common stock. It may invest in companies of any size but generally focuses on large-capitalization companies. "Assets" means net assets plus the amount of borrowing for investment purposes, and shareholders receive 60 days' advance notice of any change to this policy. In investment decisions, the adviser integrates financially material ESG risks and opportunities, and conducts active ownership through proxy voting, company engagement, shareholder resolutions, and public policy advocacy, focusing on climate risk, equality, and governance; it is not subject to ESG screening.