Walden Asset Management. WGGFX (Winslow Management, Winslow Green Growth Fund) Sustainable Growth Fund Fact Sheet Objective The Brown Advisory Sustainable Growth Fund seeks capital appreciation. Strategy The Fund seeks long-term capital appreciation by investing in a concentrated portfolio of companies that, in the manager’s view, effectively implement environmentally sustainable business strategies to drive their prospects for future earnings growth.
Profile The Fund’s investing approach focuses on finding companies whose environmental strategies are generating tangible business results, in the form of revenue growth, cost improvement, or enhanced franchise value. Companies considered by the managers may enjoy competitive advantages as a result of environmentally-efficient design or manufacturing, or offer products or services that address environmental problems. Performance Performance data quoted represents past performance and is no guarantee of future results. Top 10 Holdings Characteristics Sector Exposure Click here for index and financial term definitions. VFTSX (Vanguard FTSE Social Index Fund Investor Shares)
PRBLX (Parnassus - Equity Income Fund) Objective: Capital appreciation and current income. Strategy The Parnassus Equity Income Fund is a diversified, fundamental, U.S., large-cap, core equity fund. The Fund invests principally in undervalued equity securities of large-capitalization companies. Risks The Fund’s share price may change daily based on the value of its security holdings. NBSRX (Neuberger Berman) Environmental Defense Fund.
Domini Social Investments. Calvert Investments. CALSTRS (California State Teachers' Retirement System) Appleseed Fund (APPLX)