| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 27,822 | $1.58M | $1.65M | $71,128.23 | 4.5% |
| NA Nizar Araji National Bank Of Canada /FI/ | 455 | $23,880.68 | $27,002.84 | $3,122.16 | 13.07% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 11,845 | $545,608.2 | $676,349.48 | $130,741.28 | 23.96% |
Loraine Ell Better Money Decisions LLC | 88,618 | $2.88M | $5.06M | $2.18M | 75.74% |
Jeff Ameen Spire Wealth Management | 365 | $12,099.78 | $20,841.5 | $8,741.72 | 72.25% |
| BATS Exchange | US Country |
The fund operates within the framework of ethical investing by aligning its investment strategies with sustainability criteria, specifically targeting the U.S. large-cap equity market. Its investment strategy is focused on tracking the S&P 500 Sustainability Screened Index, which is designed to exclude companies engaged in activities deemed controversial or involved in significant controversies, as outlined by S&P Dow Jones Indices LLC. By employing a representative sampling indexing strategy, BFA manages the fund with the aim to mirror the investment results of the index, while taking a non-diversified approach to its investment portfolio.
Given the outlined company description, the fund offers the following primary product: