- Category: US Equity Large Blend
- Portfolio Inception Date: 7/31/2015
- Portfolio Manager: G. Todd Gervasini
- Portfolio Benchmark: S&P 500 TR
- Number of Positions: 33
The Wakefield Biblically Responsible Equity strategy seeks to achieve long-term capital appreciation by outperforming the S&P 500 Index.
The strategy incorporates an additional layer in the stock selection process meant to exclude publicly traded companies that do not adhere to a specific set of Biblical values. These additional screening criteria are closely aligned with the investing principles provided by the United States Conference of Catholic Bishops and the Evangelical Christian Investment Guidelines.