|YTD NAV Return||+8.97|
|YTD Market Return||+8.40|
- Last trade 5/21/2013 11:00 AM ET
|The investment seeks to achieve long-term capital appreciation with an emphasis on absolute (positive) returns and low sensitivity to traditional financial market indices, such as the S&P 500 Index, over a full market cycle. The fund is a multi-manager, multi-strategy, broadly diversified, actively managed exchange-traded fund ("ETF") with a focus on Sustainable Investing. It invests primarily in U.S. and foreign equity securities, including common and preferred stock, American Depository Receipts ("ADRs"), fixed income securities, including municipal bonds, and affiliated and unaffiliated ETFs.|
- * Annualized returns
- Data through 4/29/2013 8:00 PM ET
|NAME||% NET ASSETS|
|SPDR Barclays 1-3 Month T-Bill||13.09%|
|New York St Hsg Fin Agy Rev Var Rev B||9.18%|
|GNMA CMO 3.25%||4.93%|
|Small Bus Admin Gtd Dev Ptc 4.45%||4.67%|
|iShares KLD 400 Social Index||3.80%|
|PowerShares Global Clean Energy||2.26%|
|Johnson Controls Inc||1.72%|
|Telenor ASA ADR||1.52%|
|Cisco Systems Inc||1.38%|
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