
Shareholder advocacy
Investors collaborate to address Rohingya crisis
Add financial leverage to existing political pressure
Praxis stewardship investing is a values-based approach to socially responsible investing that incorporates:
as of 03/31/2018
Download the quarterly fact sheet (PDF) for standardized performance.
Past performance does not guarantee future results. The performance data quoted represents past performance and current returns may be lower or higher. The investment return and principal will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost.
The MSCI ACWI (All Country World) ex U.S. Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets, excluding the United States. The index consists of 44 country indices comprising 23 developed and 21 emerging market country indices. Indexes are unmanaged, do not incur fees and cannot be invested in directly.
as of 03/31/2018
TENCENT HOLDINGS LTD. | 2.07% |
TAIWAN SEMICONDUCTOR ADR | 1.71% |
NESTLE SA - SPONS ADR | 1.62% |
TOYOTA MOTOR CORP - ADR | 1.27% |
ALIBABA GRP HLDG - ADR | 1.15% |
STATOIL ASA SPON ADR | 1.13% |
CASH | 1.08% |
HSBC HOLDINGS PLC - ADR | 1.04% |
NOVARTIS AG ADR | 0.91% |
DANONE SA | 0.87% |
Add financial leverage to existing political pressure
Increased industry cooperation in training and supplying cocoa growers furthers fight against human rights abuses
A growing business provides a stable foundation for Lory’s family
Investors pleased with Statoil’s plans to examine its business practices
1 Reflects the expense ratios as reported in the Prospectus dated April 30, 2017.
Aperio Group, LLC focuses solely on index investing, creating and managing customized portfolios for select clients.