Fund Complex: Pacific Financial
Management Company: The Pacific Financial Group, Inc.
Funds Affected: Pacific Financial Faith & Values Based Moderate Fund
Sustainable Investing Strategy: Ethical/Religious; Exclusions
In selecting securities for the fund, the adviser will apply an ethical screening, and exclude from the fund any company that derives more than 20% of its revenues from abortion, pornography, liquor or tobacco, or is otherwise determined to be involved in promoting abortion, pornography, liquor or tobacco. Ethical screening is provided by a third party research firm which will be utilized to apply the fund’s ethical screens and provide the adviser a list of securities that do not satisfy the ethical screening criteria and therefore are not eligible for investment.