1. BVI Statistics mutual funds (February 2019).
2. ETFGI (March 2019)
3. Broadridge, by AuM of funds that use a positive screen to select investments incl. best-in-class approach or an engagement approach, as of December 2018
4. Broadridge by AuM (March 2019)
5. Morningstar (as of September 30, 2019); Copyright © 2019 Morningstar Inc. All Rights Reserved. The information contained herein: (a) is proprietary to Morningstar; (b) may not be copied or distributed; and (c) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
