Min Initial Investment

2,000,000

Min Initial Investment, IRA

--

Min Initial Investment, AIP

25

Min Subsequent Investment

2,500

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

0.5

• Northwestern Mutual Inv Srvc, LLC
• Comerica Bank
• Mid Atlantic Capital Corp
• Morgan Stanley - Brokerage Accounts
• Schwab Institutional
• JPMorgan
• (Junk)CommonWealth PPS
• LPL SAM Eligible - 11.01.2023
• Fidelity Institutional FundsNetwork
• Schwab Institutional Only
• Raymond James
• Raymond James WRAP Eligible
• Commonwealth Universe
• Thrivent – Advisory Eligible
• Morgan Stanley Consulting Group Advisor
• Morgan Stanley Select UMA
• TD Ameritrade Institutional
• ADP Access
• Mid Atlantic Capital Group
• Securities America Advisors
• JP MORGAN NO-LOAD TRANSACTION FEE
• Northwestern Mutual Investment Services, Llc
• ADP Access Open Fund Architecture
• Securities America Inc.
• Vanguard TF
• Morgan Stanley Portfolio Management
• NM WMC
• LPL SWM - 01.24.2024
• Schwab All (Retail, Instl, Retirement)
• Pershing Retirement Plan Network
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement

Under normal conditions, the fund invests at least 80% of its net assets in equity securities of U.S. companies that satisfy the fund’s sustainable thematic criteria. The Adviser employs a combination of “top-down” and “bottom-up” investment processes with the goal of identifying, based on its internal research and analysis, the most attractive securities of U.S. companies that fit into sustainable investment themes.