NUMG

NUMG invests in companies within the MSCI USA Mid-Cap Growth Index that exhibit positive ESG characteristics. The growth aspect is determined by five metrics: long- and short-term forward EPS growth, current internal growth rate, long-term forward EPS, and long-term historical sales growth. Specifically, the fund ranks companies within the parent index according to their impact on climate change, natural resource use, waste and emission management, safety, ethics, and compliance with national and international rules and regulations, among other categories. Firms with significant activity involving weapons, gambling, alcohol, and tobacco are excluded. The top 50% of these ranked firms are selected for inclusion within the index. NUMG's portfolio is weighted by a multifactor optimizer that tries to minimize any risk and return distortions created by the fund's ESG screen. The portfolio is rebalanced and reconstituted quarterly. NUVM is a sibling fund with focus on Value firms.