Fund Overview Fund Overview Call Us Advisors: 800.368.4410 Investors: 877.777.6944 Share Class Single NAV | as of 09/18/2024 $34.44 -$0.12 (-0.35%) Morningstar | Style Box V B G L M S Growth of $10,000 (Hypothetical) Since Inception 12/29/2010 to 08/31/2024 = $17,481.96 From: To: 3YR 5YR 10YR INCEP. INCEP. 3YR 5YR 10YR INCEP. SEE ALL PERFORMANCE The performance data shown represents past performance. Past performance is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. For performance information through the most recent month-end, please call 800.548.4539. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses. For time periods where the fund inception date preceded the benchmark, the benchmark data will not be shown. Returns for periods shorter than one year are not annualized. The MSCI All Country World Index replaced the Russell 3000® Growth Index as the Fund’s benchmark on March 19, 2021 because the Investment Manager and Subadviser believe the new benchmark is more representative of the Fund’s current investment strategies. Also, the previous secondary and tertiary benchmarks, the Russell 3000® Index and the S&P 500 Index, were removed. The benchmarks are provided for illustrative purposes only, are unmanaged, reflect reinvestment of income and dividends, and do not reflect the impact of advisory fees. The Russell 3000® Growth Index is a widely unmanaged index of market activity based on the aggregate performance of a selected portfolio of publicly traded common stocks. We have included the results of such index to give you a perspective of the historical performance of the U.S. equity market. Read Important Investment Disclosures Objective A high-conviction, international equity portfolio targeting long-term capital appreciation by seeking alpha-generating, ESG impact opportunities, and investing in companies whose products and services help facilitate the transition to a more just, sustainable world. Why Consider Seeks capital appreciation by investing in high-quality companies with strong environmental, social, and governance (ESG) characteristics Manages a diversified portfolio of companies with sound governance, sustainable business models, and innovative approaches to the environmental and social challenges faced by their industries and the global community Boston Common Asset Management uses its voice on behalf of the Fund’s shareholders to raise ESG issues with the management of select portfolio companies through a variety of channels including dialogue with management, voting proxies in accordance with ESG guidelines, and participation in the annual shareholder meeting process Documents Fact Sheet Commentary Summary Prospectus Prospectus 2023 Year End Distributions Estimates View All Documents Investment Style Boston Common ESG Impact International Fund has an Equity Income Objective, seeking to achieve income and capital appreciation. Large Mid Small Value Blend Growth Equity Objective Boston Common ESG Impact International Fund is categorized as Large-Growth. It invests in large-cap companies with high risk. Morningstar Ratings Risk-adjusted returns as of 08/31/2024 Overall Rating (of 672) 3 Years (of 672) 5 Years (of 632) 10 Years (of 421) Category Foreign Large Blend Read Important Investment Disclosures Geeta Aiyer, CFA PRESIDENT AND FOUNDER Geeta Aiyer combines over 30 years of experience in finance with passion for environmental and social justice. Under her leadership, Boston Common has built a strong investment record and meaningfully improved the policies and practices of portfolio companies through impactful, proactive Shareowner Engagement. The firm is a “Best for the World” honoree within the global B Corp community. Corné Biemans PARTNER AND PORTFOLIO MANAGER Corné is a member of the International/Global and U.S. Portfolio Construction teams. Before joining Boston Common, he was a senior global equity portfolio manager for BNP Paribas Investment Partners. Corné managed global equity mandates and the BNP Paribas (Fortis) Equity World Finance Fund for eight years, for which he received several Lipper awards. He started his career at Rabobank Group as an international economist in 1991. Four years later, he joined Fortis Investments as an international fixed income portfolio manager before moving to a position as equity analyst for European equities. Between 1999 and 2003 he was co-portfolio manager of global equity mutual fund Fortis OBAM. In 2003 he moved to Boston to help set up Fortis Investments’ global equities capabilities. Corné brings over 20 years of international investment experience to the firm. Corné earned a master’s degree in monetary economics from Tilburg University in the Netherlands. He is a member of the CFA Institute and the Boston Security Analysts Society. Matt Zalosh, CFA PARTNER AND CHIEF INVESTMENT OFFICER, INTERNATIONAL STRATEGIES Matt is the Chief Investment Officer of Boston Common’s international equity strategies. In this capacity, he works closely with analyst and portfolio construction teams to create internationally focused portfolios. He also communicates key aspects of these strategies, including ESG and impact criteria, security and sector positioning, macroeconomic outlook, and performance, with clients and prospects. On the research side, Matt currently serves as a healthcare analyst, where he focuses primarily on pharmaceuticals and biotech. He previously covered financial services. Matt is a member of Boston Common’s Board of Directors. From 1997 to 2001, Matt worked at Dodge & Cox in San Francisco, where he covered banks and REITs and helped the firm launch its international mutual fund. He began his career at State Street Research and Management in Boston in 1995. Matt received his AB cum laude in economics and international studies from Colby College and has an MA in international relations from Johns Hopkins’ School of Advanced International Studies (SAIS), where he specialized in emerging markets and worked on development consulting projects in Mexico and Ecuador. Matt has lived in Spain and has traveled extensively throughout Europe, Latin America, and Asia. Matt lives on Massachusetts’ North Shore with his wife and two daughters. He enjoys traveling, hiking, reading, and tennis and currently serves on the board of MicroLoan Foundation USA. Praveen Abichandani, CFA PARTNER AND PORTFOLIO MANAGER Praveen is a founding member of and current contributor to Boston Common’s international ESG strategy. He is also a part of the U.S. portfolio construction teams. He brings over 25 years of investment analysis experience in equity research, as well as in telecom- and media-related corporate development. Praveen uses this professional experience to help clients grow their assets while encouraging portfolio companies to incorporate greater ESG-integrated thoughtfulness into their operations. He is a member of BCAM’s Board of Directors. Before joining Boston Common, Praveen served as an equity analyst at Fidelity Investments, Citigroup Asset Management, and a hedge fund. While at Fidelity, Praveen managed the Select Industrial Equipment fund for two years and the Select Advisor Electronics fund for a year. At Citigroup, Praveen covered the global semiconductor industry. During his business development career at Cox Communications and GTE Wireless, Praveen worked extensively on projects in Mexico. He also worked in Japan and Germany early in his career. Praveen received his MBA from the University of Texas at Austin and his BS in chemical engineering from Osmania University in India. He is a CFA® charterholder. Beyond investing, Praveen enjoys spending time with his family, taking long walks, working out, reading, and streaming the occasional movie. Performance Performance Read Important Investment Disclosures Returns Trailing Returns Trailing Returns Monthly Quarterly Calendar Year Returns The performance data shown represents past performance. Past performance is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. For performance information through the most recent month-end, please call 800.548.4539. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses. For time periods where the Fund inception date preceded the benchmark, the benchmark data will not be shown. Returns for periods shorter than one year are not annualized. The MSCI All Country World Index replaced the Russell 3000® Growth Index as the Fund’s benchmark on March 19, 2021 because the Investment Manager and Subadvisor believe the new benchmark is more representative of the Fund’s current investment strategies. Also, the previous secondary and tertiary benchmarks, the Russell 3000® Index and the S&P 500 Index, were removed. The benchmarks are provided for illustrative purposes only, are unmanaged, reflect reinvestment of income and dividends, and do not reflect the impact of advisory fees. The Russell 3000® Growth Index is a widely unmanaged index of market activity based on the aggregate performance of a selected portfolio of publicly trade common stocks and we have included the results of such index to give you a perspective of the historical performance of the U.S. equity market. Expense Ratios Gross Expense Ratio: 0.97% Net Expense Ratio: 0.86% Expense Cap Expiration Date: 01/31/2025 Distributions & Pricing Distributions Distributions Chart List Historical Pricing Calendar Year Distributions Ex-Date Total Distribution Income Short-term Cap Gains Long-term Cap Gains Dec 17, 2021 $0.599400 — — $0.599400 Dec 17, 2020 $0.235978 $0.235978 — — Dec 17, 2019 $0.714144 $0.714144 — — Dec 19, 2018 $0.371243 $0.371243 — — Dec 19, 2017 $0.361154 $0.361154 — — Dec 21, 2016 $0.396542 $0.396542 — — Dec 22, 2015 $0.277139 $0.277139 — — Dec 23, 2014 $0.999529 $0.524769 $0.035180 $0.439580 Dec 23, 2013 $0.649060 $0.491030 $0.007290 $0.150740 Dec 28, 2012 $0.179249 $0.179249 — — Dec 29, 2011 $0.077672 $0.077672 — — From: To: About the Affiliate About Boston Common Asset Management Boston Common Asset Management (BCAM) is a diverse, women-led, sustainable investor and innovator dedicated to the pursuit of financial return and social change. An active, global equity ESG investment manager and a leader in impactful shareowner engagement since its founding in 2003, BCAM is majority women- and employee-owned. BCAM is headquartered in Boston. Learn More About Boston Common Asset Management's Approach FOUNDED 2003 AMG AFFILIATE SINCE 2021 HEADQUARTERS Boston, MA Portfolio Managers Geeta Aiyer, CFA PRESIDENT AND FOUNDER Read full bio Corné Biemans PARTNER AND PORTFOLIO MANAGER Read full bio Matt Zalosh, CFA PARTNER AND CHIEF INVESTMENT OFFICER, INTERNATIONAL STRATEGIES Read full bio Praveen Abichandani, CFA PARTNER AND PORTFOLIO MANAGER Read full bio Investment Approach Investment Approach Boston Common ESG Impact International Fund Boston Common Asset Management’s (BCAM) rigorous research process draws upon information from both traditional and unconventional sources to form a holistic understanding of corporate performance. BCAM integrates comprehensive ESG criteria with financial research to identify sustainable companies that possess long-term drivers of success: Visionary management teams with the potential to capitalize on new market opportunities and revenue streams. Productivity and efficiency improvements capable of supporting higher profit margins. The avoidance of unanticipated costs stemming from inadequate attention to ESG risks. As a result, relative to market benchmarks, BCAM’s process seeks to enhance portfolio quality, return potential, and risk reduction over the long term. BCAM uses its voice as assertive, engaged stewards of their investments to challenge companies across all industries to re-direct capital financing capacity, R&D efforts, and ingenuity toward a more sustainable world. BCAM uses shareholder leverage to influence corporate and industry practices globally, often in collaboration with coalitions of like-minded investors and mission-driven organizations. BCAM develops their engagement policy as long-term, global investors, and their engagement priorities build on their investment themes of doing more with fewer resources, treating people as assets, and supporting better governance. BCAM believes investors with a deep and long-term understanding of prosperity can use ESG analysis and direct engagement to provide the critical checks and balances that financial markets require to function as efficient and socially beneficial distributors of capital. BCAM has access to upper management including board members and CEOs. Over the years, BCAM’s team has built a global network of collaborators at non-governmental organizations around the world. These organizations serve as invaluable sounding boards for BCAM on shareowner engagement issues, and have partnered with BCAM on numerous shareholder initiatives. Through company dialogue and the shareholder proposal process, BCAM brings client concerns to management and actively promotes change. What Critics Get Wrong—and Right—About ESG Investing Sustainable investing is under a microscope. Everywhere, it seems, investment managers are talking about their approach to environmental, social, and governance (ESG) investing. Read Blog Related products Other Products From Boston Common Asset Management BRWIX Boston Common Global Impact Fund View Fund Details Boston Common Global Impact Equity Strategy View SMA Details Boston Common International Equity Strategy View SMA Details Boston Common U.S. Large Cap Value ESG Strategy View SMA Details Stay up-to-date Sign up to receive our latest views and thinking, in addition to other news and product-related information. CHOOSE SUBSCRIPTIONS