The 2VA American Freedoms Index (“2VA AMF Index”) invests in mid and large cap US companies that prioritize their duties to shareholders by avoiding the excessive costs associated with ESG investments. The 2VA AMF Index targets companies that do not censor or restrict the First Amendment rights (which we refer to as “Basic Freedoms”) of conservatives. Over 90% of the 2VA AMF’s index components rate neutral on 2VA’s Basic Freedoms criterion, with the remainder rating positive. The constituents are screened based on their “Basic Freedoms Score” from 2ndVote, Inc and are weighted by their financial position score for the prevailing monetary environment. Rebalancing is done at the discretion of the 2ndVote Advisers Index Committee, and the index is disseminated on an end-of-day basis.
Composition and Weights
Performance
Disclaimer
This document is provided for information purposes only and is intended for use by institutional and professional investors. The information presented herein prior to the index launch date of June 17, 2021 is based on the same methodology in effect when the index was officially launched. For prior periods, the information and data presented regarding the index assumes that the same evaluation of companies existed in all prior periods as it did on the index launch date and, among other things, does not take into account current business, market or financial conditions. 2VA receives compensation in connection with licensing its indices to clients and for providing custom advisory services. The performance results presented do not reflect the deduction of 2VA’s management fees or other customary expenses that may be incurred in the management of a client’s account. The performance results are not GIPS compliant. Past performance is not an indication or guarantee of future results. 2VA makes no representation or warranty, express or implied as to the ability of the index to accurately represent any asset class or market sector that it purports to represent. This document does not constitute an offer of any services or product. All information provided by 2VA is general in nature and not tailored to the needs of any person, entity or third-party. It is not possible to invest directly in an index. 2VA is an investment adviser registered with the Securities and Exchange Commission. Registration does not indicate any level of skill or training. For more information on any of our services please visit www.2ndvotefunds.com. This document is confidential. Redistribution or reproduction in whole or in part of this document is prohibited.