ACVFAmerican Conservative Values ETF
ACVF Fund Description
ACVF is an actively managed fund of large-cap US companies that are perceived to align with political conservative values.
ACVF Factset Analytics Insight
ACVF is an actively managed fund which seeks to invest in 400 to 600 US large cap companies across all sectors that represent "political conservative values." The adviser continually evaluates companies for inclusion based on financial reporting and data sources, such as, but not limited to: press releases, social media, advertising, lobbying efforts, data from Federal and State Election Commissions, market research, surveys, polling, as well as Fund Investor sourced research and opinion. A process of nomination also takes place quarterly, where Fund Investors may vote to include a company into the fund. A winning nomination is not binding, though, and final inclusion is still at the discretion of the adviser. Given the qualitative and quantitative analysis required to determine a company’s alignment with conservative values, the Adviser has considerable discretion regarding the selection and management of its securities to achieve the Fund’s investment objective.
ACVF MSCI ESG Analytics Insight
American Conservative Values ETF has an MSCI ESG Fund Rating of A based on a score of 6.76 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. American Conservative Values ETF ranks in the 68th percentile within its peer group and in the 84th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ACVF MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
ACVF Summary Data
ACVF Portfolio Data
ACVF Index Data
ACVF Portfolio Management
ACVF Tax Exposures
ACVF Fund Structure
ACVF Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ACVF. ACVF is rated a 5 out of 5.
ACVF Sector/Industry Breakdown
ACVF Top 10 Holdings[View All]
ACVF Economic Development
ACVF Performance Statistics
ACVF MSCI ESG Ratings
ACVF Benchmark Comparison Summary
ACVF Benchmark Comparison Market Cap Size