ESGIX – Dana Epiphany Equity Inst Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective through investment in publicly traded equity securities using a disciplined, risk-controlled investment process. Under normal circumstances, it will invest at least 80% of its net assets in a diversified portfolio of equity securities. Under normal circumstances, at least 80% of the fund's net assets will be subject to the ESG screening process.

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
ESGIX	Dana Epiphany Equity Fund Institutional Class Shares	Institutional	Open			Feb 13, 2008	$78.28M	0.850%	High	$1M	−$4.49M

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