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Swell - Fight Cancer

14.1%
1.9%
0.6%

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
14.1%
1.9%
0.6%
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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
36.0% Financials 22.4%
5.5% Bank of America Corp BAC 32.1%
4.7% 8x 8xxxxxxxxx 8xxxxxx 8xxxxxxxxxx 8xxx 88.8%
4.4% 8xx 8xxxxxxxx 8xxxxxxx 8xx 88.8%
4.1% 8xx 8xx 8xxxx 8 8xxx 8xx 88.8%
4.1% 8xxxx 8xxxxxxxxxxx 8xx 88.8%
4.0% 8xxxxxx 8xx 88.8%
3.4% 8xxxxxx 8xxxxxxx 8xxxxxxxxxx 8xx 88.8%
3.0% 8xxxxxx 8xxxxxx 8xxxxxxxx 8xxx 8xxx 88.8%
2.8% 8xxxx 8xxxx 8 8xxxxxx 8xx 88.8%
20.8% Industrials 18.5%
5.5% Caterpillar Inc. CAT 53.6%
3.7% 8xxxxxx 8xxxxxxx 8xxxxxx 8xx 88.8%
3.4% 8x 8xxxxxx 8xx 88.8%
3.3% 8xxxx 8xxxxxxxxxx 8xx 8xx 88.8%
3.3% 8xxxxx 8xxxxx 8xxxxxx 8xx 88.8%
1.6% 8xxxxxx 8xxxxxxx 8xxxxxx 8x 88.8%
14.6% Health Care 3.2%
4.8% 8xxxxx 8xxxxxxxxx 8xxxxxxxxxx 8xx 88.8%
3.0% 8xxxx 8xxx 8xxx 88.8%
2.9% 8xxxx 8 8xxxxxx 8xxx 8xxxx 8xx 88.8%
2.2% 8xxxxxxxxxxxx 8xxxxx 8xxxxxx 8xx 88.8%
1.7% 8xxxxxxx 8xxxxx 8xxx 8xx 88.8%
8.2% Energy 64.7%
5.6% Valero Energy Corp VLO 94.5%
2.7% 8xxxx 8xxxx 8xxxxxxxxxx 8xx 88.8%
6.8% Consumer Staples 4.0%
3.0% 8xxxxxx 8xxx 8xx 88.8%
2.9% 8xxxxxx 8xxx 8xx 88.8%
0.9% 8xxxxx 8xxxxxx 8xxxx 8x 88.8%
5.6% Telecommunications Services 1.4%
2.8% 8xxxxxx 8xxxxxxxxxxxxx 8xxx 8x 88.8%
2.8% 8xxx 8xxx 8 88.8%
5.2% Consumer Discretionary 29.5%
3.7% 8xx 8xx 8xxxxxxxx 8xxx 8xx 88.8%
1.5% 8xxxxx 8xx 8 88.8%
2.8% Materials 46.4%
2.8% 8xxxxxxxxxxxxxxx 8xxx 8xx 88.8%

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