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Fossil Free · Moderate

Fossil Free Moderate Portfolio

The Fossil Free Moderate Portfolio uses a blend of 65% equities and 35% fixed income instruments. Its equity allocation passively tracks the MSCI World index, while excluding companies whose share prices are based on proven reserves and Palestinian conflict companies. Its fixed income allocation is actively managed. This allocation balances risk and reward, delivering strong long-term returns without extreme volatility. It is designed for long-term investments and endowments.

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Designed for:endowment · planned giving proceeds · long-term reserves

65% equities / 35% fixed income

Fossil free

MSCI World index tracking

Excludes Palestinian conflict stocks

Balanced growth and income

Holdings

Underlying funds and investments in this portfolio.

Asset Class

Equities65%

Fixed Income35%

By Fund

Social Values Choice Equity Fund I-Series65%

Social Values Choice Bond Fund I-Series25%

US Treasury Inflation Protection Fund I-Series10%

Fund / Holding	Asset Class	Allocation
Social Values Choice Equity Fund I-Series Tracks the MSCI World index while excluding fossil fuel companies and conflict stocks.	US Equity	65%
Social Values Choice Bond Fund I-Series Faith-screened fixed income with ESG criteria.	Fixed Income	25%
US Treasury Inflation Protection Fund I-Series Treasury inflation-protected securities for purchasing power preservation.	Inflation Protection	10%

Fund / Holding

Asset Class

Allocation

Social Values Choice Equity Fund I-Series

Tracks the MSCI World index while excluding fossil fuel companies and conflict stocks.

US Equity

65%

Social Values Choice Bond Fund I-Series

Faith-screened fixed income with ESG criteria.

Fixed Income

25%

US Treasury Inflation Protection Fund I-Series

Treasury inflation-protected securities for purchasing power preservation.

Inflation Protection

10%

Performance

Annualized returns (net of fees) as of April 30, 2026

1 MO	YTD	1 YR	3 YR	5 YR	10 YR
6.13%	3.33%	16.71%	13.74%	7.08%	—

Returns by period

1 MO

YTD

1 YR

3 YR

5 YR

10 YR

Returns shown are annualized.

Important Disclosures

Past performance does not guarantee future results. Investment returns and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. The portfolio excludes companies that: derive more than 10% of their revenue from gambling or from the manufacture, sale or distribution of alcoholic beverages, tobacco-related products, adult entertainment, weapons, the management or operation of prison facilities; companies whose share prices are based on proven fossil fuel reserves; and four companies profiting from the ongoing occupation of Palestine (HP, Motorola, Caterpillar, and Palantir).