VOTE Engine No. 1 Transform 500 ETF
What is VOTE?
VOTE tracks a market-cap-weighted index consisting of large-cap US stocks. The fund intends to encourage transformational changes in companies through shareholder activism.
VOTE Factset Analytics Insight
VOTE is a passively managed fund that provides exposure to large-cap US stocks. The fund encourages transformational change in the public companies it holds by applying proxy voting guidelines and engaging in dialogue with management. VOTE does not promote socially responsible investing by excluding companies based on any ESG criteria. Instead, the fund favors actions that encourage companies to invest in their employees, communities, customers, and the environment through its equity stake. The market-cap-weighted index is composed of 500 of the largest stocks from a universe composed of US companies from any sector. Holdings are reconstituted semi-annually and rebalanced quarterly.
VOTE Summary Data
VOTE Portfolio Data
VOTE Index Data
VOTE Portfolio Management
VOTE Tax Exposures
VOTE Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of VOTE. VOTE is rated a 5 out of 5.
VOTE Sector/Industry Breakdown
VOTE Top 10 Holdings
VOTE Performance Statistics
VOTE Economic Development
VOTE Benchmark Comparison Summary
VOTE Benchmark Comparison Market Cap Size
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.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.