Carbon Collective Climate Solutions U.S. Equity ETF is an environmentally responsible fund with a portfolio of 123 stocks overweight in industrials. Despite underperforming a benchmark since inception, CCSO has shown resilience in the recent market downturn. At least two climate-focused ETFs offer better returns, lower volatility, higher liquidity, and cheaper expense ratios compared to CCSO.
| NASDAQ (NMS) Exchange | US Country |
The fund is a uniquely positioned Exchange-Traded Fund (ETF) that concentrates its investment strategy on addressing one of the most pressing global challenges: climate change. This objective is pursued through a proactive investment approach in U.S.-listed equity securities. Specifically, the fund targets companies that are at the forefront of developing innovative solutions aimed at combating climate change, thereby contributing to a more sustainable future. While primarily investing in U.S. equities, the fund also extends its reach internationally through American Depositary Receipts (ADRs), albeit with a limitation on their classification for the fund’s investment policy. This approach reflects a balanced and inclusive strategy, recognizing the global nature of the climate change challenge and the diverse opportunities for investment across geographical boundaries.
This core service focuses on investing a significant portion of the fund's resources in U.S.-listed equity securities. These are companies believed by the Sub-Adviser to be leading the charge in developing solutions aimed at mitigating climate change. By channeling investments into these innovators, the fund not only seeks to generate returns for its investors but also supports the broader objective of environmental sustainability.
Understanding the global implications of climate change, the fund also allocates a portion of its investment to international companies. This is achieved through U.S. exchange-traded ADRs, which represent shares in foreign companies. Although these international investments are made through a U.S. exchange mechanism and are an integral part of the fund's strategy, they are not categorized as U.S. equity securities under the fund's 80% investment policy. This aspect of the fund's strategy highlights its global outlook and readiness to capture investment opportunities beyond U.S. borders, in both developed and emerging markets.