Dana Small Cap Equity

As of: August 29, 2018

Dana Epiphany ESG Small Cap Equity Fund

 


The universe of acceptable investments for the Fund may be limited as compared to other funds due to the Fund’s ESG investment screening. Because the Fund does not invest in companies that do not meet its ESG criteria, and the Fund may sell portfolio companies that subsequently violate its screens, the Fund may be riskier than other mutual funds that invest in a broader array of securities.

The Dana Funds are available in a number of account types.
Please contact us to learn more.