EGIS 2ndVote Society Defended ETF
EGIS Fund Description
EGIS is an actively managed fund of large- and mid-cap US companies that meet 2nd Amendment and border security social criteria.
EGIS Factset Analytics Insight
EGIS is an actively managed fund that invests in companies that support 2nd Amendment and border security social criteria, as determined by the Issuer. The fund uses both a fundamental security analysis and proprietary social rating system to select stocks. Starting with companies with more than $2 billion of market cap, companies are screened with respect to their support for 2nd Amendment and border security. Securities are then scored based on quality, quantity, type, and extent of a company’s social activism. Stocks identified then go through a value screen process developed by LTI, the sub-advisor, based on Relative Dividend Yield and Relative-Price-to-Sales Ratio compared to the yield on the S&P 500 over time and their unit sales price. Final selection and weightings are determined by LTI’s proprietary research process that analyzes fundamental, qualitative, and quantitative data.
EGIS Summary Data
EGIS Portfolio Data
EGIS Index Data
EGIS Portfolio Management
EGIS Tax Exposures
EGIS Fund Structure
EGIS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EGIS. EGIS is rated a 5 out of 5.
EGIS Sector/Industry Breakdown
EGIS Top 10 Holdings[View All]
EGIS Economic Development
EGIS Performance Statistics
EGIS Benchmark Comparison Summary
EGIS Benchmark Comparison Market Cap Size