PRXV

PRXV provides exposure to the large-cap segment of the US equity market. It specifically targets value stocks while implementing principles-based screens to identify and select companies in sync with its core values. These values consider individuals, communities, and environments impacted by investment decisions, as well as sustainability, ethical, and corporate issues. The fund employs several strategies, dubbed ImpactX, to support its investing philosophy. It also utilizes optimization techniques to limit risk factors between the fund and its benchmark index. The fund will typically comprise 250 to 350 issuers, subject to concentration risk. Note that it seeks to invest more than 80% of the value of its assets in the constituents of its benchmark.