Economically Advantaged, Environmentally Sound™

Since its inception in 2000, the Eco Leaders® portfolio has focused on investing in 45-60 fundamentally sound, growth companies that benefit from having a direct or indirect positive impact on the environment.

We believe that investors need not compromise returns while investing in environmentally friendly companies. To the contrary, we believe companies that most efficiently use their resources, both financial and environmental, will produce superior profits over time. All companies in the Eco Leaders® portfolio must meet our core investment criteria.

The portfolio is managed by the Riverbridge Investment Team utilizing our time-tested investment philosophy and disciplines.

Performance

Annualized Returns
As of 06/30/2017Q-T-DY-T-D1-Year3-Year5-Year10-YearInception
Riverbridge Eco Leaders®5.81%13.30%19.26%9.37%13.77%9.75%6.94%
Russell 3000® Growth4.65%13.69%20.72%10.83%15.20%8.82%3.80%
S&P 5003.09%9.34%17.90%9.61%14.63%7.18%5.21%
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The above presents gross of fees performance figures and does not reflect the deduction of investment advisory fees. Past performance does not guarantee future results. Please refer to Riverbridge Disclosures.

View net of fees.

Risk Profile

As of 06/30/2017

Top Ten Holdings

As of 06/30/2017
  1. National Instruments Corporation
  2. Fiserv, Inc.
  3. Chemed Corporation
  4. UnitedHealth Group, Inc.
  5. Microsoft Corporation
  1. Amazon.com, Inc.
  2. Starbucks Corporation
  3. Ultimate Software Group, Inc.
  4. CoStar Group, Inc.
  5. IHS Markit Ltd.

Market Capitalization Distribution

As of 06/30/2017

Sector Weighting

As of 06/30/2017

Performance related information, including but not limited to market capitalization information, portfolio risk measures, sector weightings, attribution, and representative holdings provided in this document, is presented as supplemental information to the compliant presentation included herein.