Investor suitability

For those who:

• Want a well-diversified core U.S. equity investment with an environmental, social and governance (ESG) mandate
• Are seeking long-term capital growth
• Own, or plan to own, other types of investments to diversify their holdings
• Are comfortable with medium risk

Notes

Underlying Index Guidelines

Fund overview

ESG invests in equity securities of U.S. companies in order to replicate the S&P 500 Scored & Screened Index. The index is a broad-based, market-cap-weighted index that is designed to measure the performance of companies in the S&P 500 (the "broader index") meeting certain environmental, social and governance (ESG) criteria, while maintaining similar overall industry weights as the broader index.

Fund/ETF Facts (2026-07-31)