TOV
JLens 500 Jewish Advocacy U.S. ETF
📎 Investment Objective
The JLens 500 Jewish Advocacy U.S. ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the JLens 500 Jewish Advocacy Index.
Overview
ETF tracking JLens 500 Jewish Advocacy U.S. ETF
Performance
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Investment Summary
📎 Investment Objective
The JLens 500 Jewish Advocacy U.S. ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the JLens 500 Jewish Advocacy Index.
🎯 Investment Strategy
The ETF invests in a portfolio of U.S. equity securities that are included in the JLens 500 Jewish Advocacy Index. The index is designed to track the performance of U.S. companies that meet certain criteria related to Jewish advocacy and values.
✨ Key Features
- Focuses on U.S. equities of companies aligned with Jewish advocacy and values
- Tracks the JLens 500 Jewish Advocacy Index, which is designed to provide exposure to this thematic investment strategy
- Low expense ratio of 0.00%
- Limited performance history as the fund is relatively new
⚠️ Primary Risks
- Concentration risk as the fund is focused on a specific thematic investment strategy
- Potential for higher volatility compared to broader market indexes
- Limited diversification as the fund is focused on a specific sector or theme
- Lack of long-term performance history to evaluate the fund's effectiveness
👤 Best For
This ETF may be suitable for investors seeking exposure to U.S. equities of companies aligned with Jewish advocacy and values as part of a diversified portfolio. However, due to the fund's limited performance history and thematic focus, it may be more appropriate for investors with a higher risk tolerance and a long-term investment horizon.