About ESGEX
The Reynders, McVeigh Core Equity Fund Institutional Shares is an open-end mutual fund committed to capital preservation and long-term capital growth. This fund primarily invests in large-cap equity securities, focusing its portfolio on companies with market capitalizations of $15 billion or more, though it also allocates a portion to developed international markets. The fund distinguishes itself through a robust environmental, social, and governance (ESG) investment strategy, positively screening for firms with strong balance sheets, resilient management, and a demonstrated commitment to sustainable and responsible business practices. The investment approach blends rigorous financial analysis with comprehensive ESG evaluation, seeking to invest in companies that contribute to positive global change, including sectors like technology, industrials, and financial services. Notably, the fund maintains a fossil-fuel-free policy and supports innovations in areas such as medical discovery and new technologies. Managed by an experienced team, the fund’s portfolio is concentrated, with substantial holdings in leading global companies, and is designed for institutional investors seeking to align financial objectives with ESG values in a diversified, global equity portfolio.
Fund Family ReyndersMcVeigh Funds
Category World Large-Stock Growth
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol ESGEX
Share Class Institutional Shares
Index MSCI World NR USD
ESGEX had a total return of 11.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.39%.
