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Portfolio Performance

Summary • June stock and bond market performance alternated as shifting sentiments guided by strong economic growth prospects and positive geopolitical news gave way to interest rate worries and increasing concerns over a looming trade war. • The S&P 500 Index...
Summary U.S. Stocks as well as investment-grade bonds delivered positive results in May; small capitalization stocks in general and growth stocks in particular led the pack The SUSTAIN Equity Fund Index gained 1.35% but lagged behind the S&P 500 Index...
Summary Market returns were mixed in April: The S&P 500 Index eked out a slim gain of 0.38% while investment-grade bonds posted a decline of -0.74%. Riskier sustainable model portfolios outperformed more conservative counterparts in April. Sustainable funds registered...
Summary The S&P 500 Index posted its second consecutive monthly decline in March, giving up -2.54% as volatility prevails in the light of shifting investor sentiments. Sustainable equity funds, as measured by the SUSTAIN Equity Fund Index, outperformed the...
Summary S&P declined -3.69% in February, partially recovering from a brief 10.2% correction. The SUSTAIN Large Cap Equity Fund Index posted a -3.72% drop, trailing the non-ESG index by just 3 basis points. The three sustainable model portfolios also...
Summary The three sustainable model portfolios, which throughout 2017 were composed of only two funds that tracked the domestic equity and bond markets, have been reconstituted to include a third fund to capture the performance of international developed markets....
Summary Stocks recorded new highs throughout the year. The S&P 500 Index posted a full year total return gain of 21.83% while emerging markets delivered an even greater 32.38% gain. Bonds turned in the second best performance in the last...
Summary The 3.07% gain of the S&P 500 Index in November, driven by strong corporate earnings, solid economic growth around the world and signs of progress in the US on the Republican led tax bill, also powered the performance of...
S&P 500 Registers the Best Monthly Gain of 2.33% Since Recording an Increase of 3.97% in February Positive earnings results, strong US economic data that seemed to eclipse the effects of hurricanes Harvey and Irma that shut down parts...
Positive Economic Data and Corporate Earnings Push S&P 500 to New Records Global equity markets discounted ongoing geopolitical risks and instead responded to positive economic data that signal continued health in the global economy and stronger global growth. This combination...

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