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Swell - Fight Cancer

13.6%
4.1%
1.3%

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
13.6%
4.1%
1.3%
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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
36.3% Financials 18.7%
5.7% Bank of America Corp BAC 32.4%
4.7% PNC Financial Services PNC 25.6%
4.2% 8x 8xxxxxxxxx 8xxxxxx 8xxxxxxxxxx 8xxx 88.8%
4.1% 8xxxxxx 8xx 88.8%
4.0% 8xx 8xx 8xxxx 8 8xxx 8xx 88.8%
4.0% 8xxxx 8xxxxxxxxxxx 8xx 88.8%
3.8% 8xxxxxx 8xxxxxxx 8xxxxxxxxxx 8xx 88.8%
3.0% 8xxxx 8xxxx 8 8xxxxxx 8xx 88.8%
2.9% 8xxxxxx 8xxxxxx 8xxxxxxxx 8xxx 8xxx 88.8%
21.2% Industrials 28.8%
5.7% Caterpillar Inc. CAT 74.5%
4.0% 8x 8xxxxxx 8xx 88.8%
3.6% 8xxxxxx 8xxxxxxx 8xxxxxx 8xx 88.8%
3.4% 8xxxx 8xxxxxxxxxx 8xx 8xx 88.8%
3.0% 8xxxxx 8xxxxx 8xxxxxx 8xx 88.8%
1.6% 8xxxxxx 8xxxxxxx 8xxxxxx 8x 88.8%
14.9% Health Care 3.5%
4.3% 8xxxxx 8xxxxxxxxx 8xxxxxxxxxx 8xx 88.8%
3.1% 8xxxx 8xxx 8xxx 88.8%
2.8% 8xxxxxxxxxxxx 8xxxxx 8xxxxxx 8xx 88.8%
2.6% 8xxxx 8 8xxxxxx 8xxx 8xxxx 8xx 88.8%
2.2% 8xxxxxxx 8xxxxx 8xxx 8xx 88.8%
7.4% Consumer Staples 13.4%
3.3% 8xxxxxx 8xxx 8xx 88.8%
3.2% 8xxxxxx 8xxx 8xx 88.8%
1.0% 8xxxxx 8xxxxxx 8xxxx 8x 88.8%
6.8% Energy 26.1%
4.2% 8xxxxx 8xxxxx 8xxx 8xx 88.8%
2.6% 8xxxx 8xxxx 8xxxxxxxxxx 8xx 88.8%
5.8% Telecommunications Services 4.2%
3.1% 8xxx 8xxx 8 88.8%
2.7% 8xxxxxx 8xxxxxxxxxxxxx 8xxx 8x 88.8%
4.3% Consumer Discretionary 3.9%
3.2% 8xx 8xx 8xxxxxxxx 8xxx 8xx 88.8%
1.1% 8xxxxx 8xx 8 88.8%
3.2% Materials 42.1%
3.2% 8xxxxxxxxxxxxxxx 8xxx 8xx 88.8%

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