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Swell - End Poverty

13.9%
2.2%
0.1%

Swell - Invested in Good

Swell Investing, an affiliate of Pacific Life, brings a new approach to the world of investing. Swell believes financial success is part of a more holistic picture of personal success that includes supporting what you believe in. Swell has reviewed the top companies publicly traded in the U.S. that are committed to supporting poverty-related charities, according to their corporate foundation tax filings. Swell then selects the top 30 donors to create a motif that aims to move along with the S&P500 Index. Swell believes there may be a high correlation with the broader index because poverty-related causes have tended to be important to a diverse group of large companies. Swell gives 20% of its revenue from this motif to poverty-related causes, making it uniquely both market-driven and cause-driven at the same time. Welcome to cause-driven investing. See more at swellinvesting.com. See more
13.9%
2.2%
0.1%
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Motif Index 1 YR Return
Swell - End Poverty Benchmark
Open a Motif account to view and trade this basket of stocks:
Weight Segment & Stocks Symbol 1 MO / 1 YR Return
40.7% Financials 15.1%
4.7% Bank of America Corp BAC 28.6%
4.4% 8x 8xxxxx 8xxxx 8 8xx 8xx 88.8%
4.0% 8x 8xxxxxxxxx 8xxxxxx 8xxxxxxxxxx 8xxx 88.8%
3.7% 8xx 8xxxxxxxx 8xxxxxxx 8xx 88.8%
3.3% 8xxxx 8xxxxx 8xxxxxxxxxx 8xx 88.8%
3.3% 8xxxxxxx 8xxxxxxxxxx 8xxxx 8xx 88.8%
3.3% 8xxxxxxxx 8xxx 8 88.8%
3.1% 8xxxxxxx 8xxx 8xxxx 8 8xxxxx 8xxx 8xx 88.8%
3.1% 8xxxxxxxxx 8xxxxxxxx 8xxx 8xx 88.8%
3.0% 8xxxxxx 8xxxx 8xxxx 8xxx 8xxxx 8x 88.8%
2.5% 8xxxx 8xxxx 8 8xxxxxx 8xx 88.8%
2.3% 8xxxxxx 8xxx 8xx 88.8%
11.4% Industrials 24.3%
4.4% 8xxxxxxxxxx 8xxx 8xx 88.8%
4.1% 8xxxx 8 8xxxxxx 8x 88.8%
2.9% 8xxxxx 8xxxxx 8xxxxxx 8xx 88.8%
10.5% Consumer Staples 2.1%
2.9% 8xxxxxx 8xxx 8xx 88.8%
2.7% 8xxxxxxxx 8xxxxxx 8xxxx 8x 88.8%
2.6% 8xxxxxx 8xxx 8xx 88.8%
2.2% 8xxxxxx 8xxxx 8xxx 8xx 88.8%
8.0% Information Technology 74.2%
8.0% Adobe Systems Incorporated ADBE 74.2%
7.1% Energy 56.9%
4.7% Valero Energy Corp VLO 85.3%
2.4% 8xxxx 8xxxx 8xxxxxxxxxx 8xx 88.8%
7.0% Materials 15.5%
3.6% 8xxxxxxxx 8xxx 8xxx --
3.3% 8xxxxxx 8xxx 8xxx 88.8%
6.4% Health Care 12.4%
3.3% 8xxxxx 8xxxxxxxxxxx 8xx 88.8%
3.1% 8xxxxxx 8 8xxxxxx 8xx 88.8%
4.3% Consumer Discretionary 51.0%
2.4% 8xxxxx 8xxxxxxxxxx 8xx 88.8%
1.9% 8xxx 8xxx 8xx 88.8%
2.6% Telecommunications Services 12.4%
2.6% 8xxxxxx 8xxxxxxxxxxxxx 8xxx 8x 88.8%
2.0% Utilities 41.3%
2.0% 8xxxxxx 8xx 8 8xxxxxxx 8xx 8xx 88.8%

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