ESGEX – Reynders McVeigh Core Equity Instl Investment Strategy | Morningstar

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Strategy

The investment seeks capital preservation and long-term capital growth. The fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities that meet the Advisor's economic and ESG criteria. As part of its principal investment strategy, and under normal market conditions, the manager expects to invest at least 50% of its net assets in equity securities with market capitalizations of over $15 billion.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ESGEX	Reynders McVeigh Core Equity Fund Institutional Shares	Institutional	Open			Mar 29, 2019	$105.09M	0.950%	Above Average	$1,000	$5.02M

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