The Essex Environmental Opportunities Fund has earned five fossil-free badges from As You Sow, the shareholder advocacy organization. A mutual fund earns a badge if it does not invest in fossil fuel stocks from any of the following five categories: The Carbon Underground 200, Macroclimate 50 Coal-Fired Utilities, Coal Industry, Oil/Gas Industry, and Fossil-Fired Utilities. The badges were based on the fund’s holdings as of 9/30/17. Click the link below for more information.
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You should carefully consider the Fund’s investment objectives, risks and charges and expenses before investing. This and other important information is contained in the Fund’s prospectus and summary prospectus, which should be read carefully before investing. To obtain a fund prospectus or summary prospectus, call (800) 700-9929. The Fund is distributed by Ultimus Fund Distributors, LLC.
Investing involves risk, including loss of principal. There is no guarantee that the fund will meet its investment objective. Because the Adviser’s GEOS criteria exclude securities of certain issuers for non-financial reasons, the Fund may forego some market opportunities available to funds that do not follow the environmental themes inherent in the GEOS strategy.
As of 9/30/17, the Fund’s top ten holdings are Philips Lighting NV (4.50%), Umicore SA (4.05%), Aumann AG (3.95%), FANUC CORP (3.36%), TPI Composites Inc. (3.42%), Itron INC (3.28%), Xylem INC (3.26%), Mueller Water Products Inc. (3.22%), Trimble Inc. (3.19%), and Keyence Corp (3.15%).
The MSCI World Index is a widely followed, unmanaged group of stocks from 23 international markets. Individuals cannot invest directly in the index.