EGIS2ndVote Society Defended ETF
EGIS Fund Description
EGIS is an actively managed fund of large- and midcap 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 MSCI ESG Analytics Insight
2ndVote Society Defended ETF has an MSCI ESG Fund Rating of A based on a score of 6.40 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. 2ndVote Society Defended ETF ranks in the 62nd percentile within its peer group and in the 78th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
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 MSCI ESG Ratings
EGIS Benchmark Comparison Summary
EGIS Benchmark Comparison Market Cap Size