What is SSPX?

SSPX is an actively managed portfolio that seeks long-term capital growth by targeting US companies considered to be contributing positively to the environment and society.

PERFORMANCE [as of 01/20/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SSPX 6.16% 13.58% 5.88% -11.92% -- -- --
SSPX (NAV) 6.27% 13.80% 5.94% -11.90% -- -- --
No Underlying Index -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SSPX Factset Analytics Insight

SSPX actively selects US firms believed to have a positive impact on the environment and society as well as the development of the economy. The fund focuses on four environmental and social megatrends namely climate change, resource constraints, growing populations, and aging populations. It invests in companies of all sizes given that they fall under at least one of the 10 sustainability themes determined using a positive selection criterion including clean energy, efficiency, environmental services, water management, sustainable transport, sustainable property and finance, safety, quality of life, knowledge and technology, and health. Within this universe, the fund’s manager uses a bottom-up approach by reviewing individual securities based on fundamental research infused with ESG factors. Companies are also screened for their negative impacts on society or the environment. At least 30 to 50 equity securities will make up the portfolio. The fund seeks long-term capital growth.

SSPX Summary Data

09/08/21
0.55%
$22.73M
No Underlying Index
N/A
Open-Ended Fund

Peers

N/A

Fund Flows

$0.00B 5 Days
$0.00B 30 Days
+$0.00B 90 Days

SSPX Portfolio Data

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0.23%
N/A
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SSPX Index Data

No Underlying Index
Proprietary
Proprietary
N/A

SSPX Portfolio Management

0.55%
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SSPX Tax Exposures

20.00% / 39.60%
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Qualified dividends
No

SSPX Fund Structure

Open-Ended Fund
No
No
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N/A
N/A
High
Daily

Factset Analytics Block Liquidity

As of 01/23/23

This measurement shows how easy it is to trade a $1 million USD block of SSPX. SSPX is rated a N/A out of 5.

SSPX Tradability

1,588
$31.04K
264
$5.02K
0.20%
$0.04
-0.02%
0.35% / -0.84%
None
--
25,000
0.01
--
--
0
$20.16
N/A

SSPX Performance Statistics

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N/A

SSPX Benchmark Comparison Holdings

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SSPX Benchmark Comparison Summary

SSPX Segment
Benchmark
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SSPX Benchmark Comparison Market Cap Size

SSPX Segment
Benchmark
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Options Strategies for Outcome Investing

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.