OASC

OASC is an actively managed fund that attempts to provide returns similar to the S&P SmallCap 600 Index. The fund invests in a US small-cap equity portfolio through an investment process that aligns with positive values defined by the issuer. The portfolio comprises approximately 200 equities whose market capitalizations are within the range of companies in the S&P SmallCap 600 Index, with a targeted 2% tracking error. In selecting equities, the adviser looks for investments that it believes will have a positive impact on the world. The proprietary, values-based screening process considers revenue thresholds for harmful products and patterns of harmful business practices. Based on this process, the fund avoids investing in companies involved in abortion, adult entertainment, pornography, gambling, tobacco, cannabis, predatory lending, human rights violations, and severe ethics controversies.