|PO Box 8009 , Boston, MA 02266|
|Fund Manager||Philip James Campagna|
|Manager Tenure||15 Years 6 Months|
The Fund seeks a favorable long-term total return that reflects the investment performance of the overall U.S. stock market while giving special consideration to certain environmental, social and governance (ESG) criteria. Under normal circumstances, the Fund invests at least 80% of its assets in equity securities. The Fund attempts to achieve the return of the U.S.stock market as represented by its benchmark, the Russell 3000 Index, while investing in companies whose activities are consistent with the Funds ESG criteria. See Additional information about the Funds benchmark index in the non-summary portion of the Prospectus for more information about the Funds benchmark.
|Asset Type||% Of Allocation|
|Total Net Assets||626.01 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$2000|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
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