Created in alignment with the National Wildlife Federation, CLNR invests in companies that are contributing to the advancement of more sustainable transportation through cleaner energy products and solutions.
Created in alignment with the American Heart Association, HART invests in companies that are contributing to the fight against heart disease or promoting healthy lifestyles.
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Investing involves risk, including possible loss of principal.
ESG Investing Style Risk: Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. There is no assurance that employing ESG strategies will result in more favorable investment performance.