LYFE2ndVote Life Neutral Plus ETF
LYFE Fund Description
LYFE is an actively managed fund that invest in large and midcap US companies perceived to meet pro-life social criteria.
LYFE Factset Analytics Insight
LYFE picks companies using both a proprietary research screen and social scoring system. The selection process starts with a universe of US companies with a market cap greater than $2 billion. Eligible companies then go through a social scoring system where they are scored based on their direct/indirect contributions to pro-life advocacies. All qualified companies start with a score of 3.0, donations to pro-life causes will increase a company’s score while donations to pro-abortion causes will decrease it. Those with scores less than 3.0 are excluded. Afterwards, the fund applies an RDY and RPSR screen, which measures yield of a particular stock compared to the yield on the S&P 500 over long periods of time, and how much investors are paying for a unit of sales, respectively. Lastly, companies that pass the previous screens are analyzed according to LTI’s proprietary research process (uses fundamental, qualitative and quantitative data), which determines final selection and weighting.
LYFE MSCI ESG Analytics Insight
2ndVote Life Neutral Plus ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.67 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 Life Neutral Plus ETF ranks in the 37th percentile within its peer group and in the 29th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
LYFE 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.
LYFE Summary Data
LYFE Portfolio Data
LYFE Index Data
LYFE Portfolio Management
LYFE Tax Exposures
LYFE Fund Structure
LYFE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of LYFE. LYFE is rated a 5 out of 5.
LYFE Sector/Industry Breakdown
LYFE Top 10 Holdings[View All]
LYFE Economic Development
LYFE Performance Statistics
LYFE MSCI ESG Ratings
LYFE Benchmark Comparison Summary
LYFE Benchmark Comparison Market Cap Size