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Swell - Fight Cancer

12.6%
5.9%
0.0%

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 cancer-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 cancer-related causes have tended to be important to a diverse group of large companies. Swell gives 20% of its revenue from this motif to cancer-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
12.6%
5.9%
0.0%
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Motif Index 1 YR Return
Swell - Fight Cancer Benchmark
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
35.8% Financials 20.4%
5.4% Bank of America Corp BAC 30.0%
4.4% PNC Financial Services PNC 30.5%
4.0% 8x 8xxxxxxxxx 8xxxxxx 8xxxxxxxxxx 8xxx 88.8%
4.0% 8xxxx 8xxxxxxxxxxx 8xx 88.8%
4.0% 8xx 8xx 8xxxx 8 8xxx 8xx 88.8%
3.9% 8xxxxxx 8xx 88.8%
3.9% 8xxxxxx 8xxxxxxx 8xxxxxxxxxx 8xx 88.8%
3.1% 8xxxxxx 8xxxxxx 8xxxxxxxx 8xxx 8xxx 88.8%
3.1% 8xxxx 8xxxx 8 8xxxxxx 8xx 88.8%
21.5% Industrials 22.0%
5.2% Caterpillar Inc. CAT 55.4%
4.1% 8x 8xxxxxx 8xx 88.8%
3.4% 8xxxxxx 8xxxxxxx 8xxxxxx 8xx 88.8%
3.4% 8xxxxx 8xxxxx 8xxxxxx 8xx 88.8%
3.3% 8xxxx 8xxxxxxxxxx 8xx 8xx 88.8%
2.0% 8xxxxxx 8xxxxxxx 8xxxxxx 8x 88.8%
14.6% Health Care 10.7%
4.2% 8xxxxx 8xxxxxxxxx 8xxxxxxxxxx 8xx 88.8%
3.0% 8xxxx 8xxx 8xxx 88.8%
2.8% 8xxxx 8 8xxxxxx 8xxx 8xxxx 8xx 88.8%
2.7% 8xxxxxxxxxxxx 8xxxxx 8xxxxxx 8xx 88.8%
1.9% 8xxxxxxx 8xxxxx 8xxx 8xx 88.8%
8.0% Consumer Staples 20.7%
3.6% 8xxxxxx 8xxx 8xx 88.8%
3.4% 8xxxxxxx 8xxxxx 8xxx 8xx 88.8%
1.0% 8xxxxx 8xxxxxx 8xxxx 8x 88.8%
6.9% Energy 19.1%
4.1% 8xxxxx 8xxxxx 8xxx 8xx 88.8%
2.8% 8xxxx 8xxxx 8xxxxxxxxxx 8xx 88.8%
6.4% Telecommunications Services 0.5%
3.3% 8xxx 8xxx 8 88.8%
3.1% 8xxxxxx 8xxxxxxxxxxxxx 8xxx 8x 88.8%
4.3% Consumer Discretionary 11.2%
3.1% 8xx 8xx 8xxxxxxxx 8xxx 8xx 88.8%
1.1% 8xxxxx 8xx 8 88.8%
2.6% Materials 2.3%
2.6% 8xxxxxxxxxxxxxxx 8xxx 8xx 88.8%

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