The ETF ecosystem has grown rapidly since the arrival of the ETF rule supercharged the wrapper. Active and passive, equity and non-equity, ETF strategies have proliferated to meet all kinds of investor needs.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SWA Serenus Wealth Advisors LLC Serenus Wealth Advisors LLC | 16,559 | $723,061.37 | $976,815.41 | $253,754.04 | 35.09% |
| BATS Exchange | US Country |
The fund operates with a passive or indexing investment approach aimed at achieving investment results that closely mirror the performance of its underlying index, before accounting for fees and expenses. This approach is designed to offer investors exposure to companies that exhibit high environmental, social, and governance (ESG) performance compared to their sector peers. The selection criteria ensure these companies not only meet high ESG standards but also maintain industry group weights similar to those found in the S&P 500 Growth Index. This strategy reflects a commitment to responsible investing, emphasizing the importance of ESG factors without significantly altering the fund's risk profile or sector exposure compared to traditional growth indices. The fund is non-diversified, focusing on a more concentrated range of investments that align with its specific ESG criteria.
The primary offering of the fund is a focused investment vehicle that leverages a passive indexing strategy to replicate the performance of its underlying ESG-focused index. This product is designed for investors who are looking to align their investment portfolios with their personal or institutional values regarding environmental, social, and governance issues, while still seeking growth comparable to mainstream market indices.
This investment product offers a straightforward way for investors to gain exposure to a portfolio of companies with strong ESG performance metrics. By tracking an underlying index designed to mirror the sectoral composition and growth orientation of the S&P 500 Growth Index, it allows investors to maintain a growth-focused investment stance while integrating ESG considerations into their portfolios. The fund's market capitalization weighted approach ensures that investments are proportionate to the size of the companies within the index, allowing for a balanced representation of high ESG performers across different industry groups.