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Swell - End Poverty

19.3%
5.8%
0.9%

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
19.3%
5.8%
0.9%
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Motif Index 1 YR Return
Swell - End Poverty Benchmark
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
41.6% Financials 17.3%
4.6% Bank of America Corp BAC 26.0%
4.3% 8x 8xxxxx 8xxxx 8 8xx 8xx 88.8%
3.8% 8xx 8xxxxxxxx 8xxxxxxx 8xx 88.8%
3.6% 8xxxxxxx 8xxxxxxxxxx 8xxxx 8xx 88.8%
3.6% 8xxxxxxxxx 8xxxxxxxx 8xxx 8xx 88.8%
3.5% 8xxxxxxxx 8xxx 8 88.8%
3.5% 8x 8xxxxxxxxx 8xxxxxx 8xxxxxxxxxx 8xxx 88.8%
3.3% 8xxxxxx 8xxxx 8xxxx 8xxx 8xxxx 8x 88.8%
3.2% 8xxxx 8xxxxx 8xxxxxxxxxx 8xx 88.8%
3.0% 8xxxxxxx 8xxx 8xxxx 8 8xxxxx 8xxx 8xx 88.8%
2.7% 8xxxx 8xxxx 8 8xxxxxx 8xx 88.8%
2.5% 8xxxxxx 8xxx 8xx 88.8%
11.7% Industrials 42.4%
4.5% 8xxxxxxxxxx 8xxx 8xx 88.8%
4.2% 8xxxx 8 8xxxxxx 8x 88.8%
2.9% 8xxxxx 8xxxxx 8xxxxxx 8xx 88.8%
11.6% Consumer Staples 16.2%
3.1% 8xxxxxx 8xxx 8xx 88.8%
2.9% 8xxxxxxx 8xxxxx 8xxx 8xx 88.8%
2.8% 8xxxxxxxx 8xxxxxx 8xxxx 8x 88.8%
2.7% 8xxxxxx 8xxxx 8xxx 8xx 88.8%
8.5% Materials 12.9%
4.8% Arconic Inc. ARNC 22.7%
3.7% 8xxxxxxxx 8xxx 8xxx --
6.3% Health Care 34.3%
3.5% 8xxxxxx 8 8xxxxxx 8xx 88.8%
2.9% 8xxxxx 8xxxxxxxxxxx 8xx 88.8%
6.0% Energy 20.1%
3.6% 8xxxxx 8xxxxx 8xxx 8xx 88.8%
2.4% 8xxxx 8xxxx 8xxxxxxxxxx 8xx 88.8%
5.7% Information Technology 65.4%
5.7% Adobe Systems Incorporated ADBE 65.4%
3.5% Consumer Discretionary 3.0%
1.9% 8xxxxx 8xxxxxxxxxx 8xx 88.8%
1.6% 8xxx 8xxx 8xx 88.8%
2.6% Telecommunications Services 7.4%
2.6% 8xxxxxx 8xxxxxxxxxxxxx 8xxx 8x 88.8%
2.4% Utilities 9.4%
2.4% 8xxxxxx 8xx 8 8xxxxxxx 8xx 8xx 88.8%

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