Exchange Traded Funds –
This group of funds each have an additional 0.05% added fee for trading costs.
CHGX tracks the CHGX Index which begins with a universe of the 1,000 largest U.S.-listed common stocks and REITS (Real Estate Investment Trusts). It excludes companies involved in the fossil fuel industry, fossil-fired utilities and companies which fail to meet high ESG standards for human and labor rights, health, climate, and pollution. It offers impact & outcome with integrity.
The Invesco Cleantech™ ETF (Fund) is based on the Cleantech Index™ (Index). Cleantech considers a company to be a cleantech company when it derives at least 50% of its revenues or operating profits from cleantech businesses, which are defined as: businesses that provide knowledge-based products or services that add economic value by reducing cost and raising productivity and/or product performance, while reducing the consumption of resources and the negative impact on the environment and public health. The Fund generally invests in all of the securities comprising its Underlying Index in proportion to their weightings in the Underlying Index. The Fund and the Index are rebalanced and reconstituted quarterly.
The Invesco WilderHill Clean Energy ETF (Fund) is based on the WilderHill Clean Energy Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is composed of stocks of companies that are publicly traded in the United States and engaged in the business of advancement of cleaner energy and conservation. The Fund and the Index are rebalanced and reconstituted quarterly.
The iShares ESG MSCI EM ETF seeks to track the investment results of an index composed of large- and mid-capitalization emerging market equities that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.
Vanguard ESG U.S. Stock ETF seeks to track the performance of a benchmark index that measures the investment return of large-, mid-, and small-capitalization stocks of companies and is screened for certain environmental, social and corporate governance criteria.
Xtrackers MSCI EAFE ESG Leaders Equity ETF seeks investment results that correspond generally to the performance, before fees and expenses, of the MSCI EAFE ESG Leaders Index. The index is designed to provide exposure to companies with high environmental, social and governance (ESG) performance relative to their sector peers.
The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX® Global ESG Impact IndexSM (Underlying Index).
The SPDR Kensho Clean Power ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Kensho Clean Power Index (the "Index")
Seeks to track an index utilizing artificial intelligence and a quantitative weighting methodology to capture companies whose products and services are driving innovation behind the clean energy sector, which includes the areas of solar, wind, geothermal, and hydroelectric power
May provide an effective way to pursue long-term growth potential by investing in a portfolio of companies involved in the transition to lower emission generating power supply