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Swell - Improve Education

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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 education-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 education-related causes have tended to be important to a diverse group of large companies. Swell gives 20% of its revenue from this motif to education-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
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Motif Index 1 YR Return
Swell - Improve Education Benchmark
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
34.8% Financials 1.3%
5.0% Bank of America Corp BAC 8.2%
4.9% JP Morgan Chase & Co. JPM 13.6%
3.6% 8xxxxxxxx 8xxx 8 88.8%
3.6% 8xx 8xxxxxxxx 8xxxxxxx 8xx 88.8%
3.3% 8xxxxxxxxx 8xxxxxxxx 8xxx 8xx 88.8%
3.2% 8xxxxxx 8xxxx 8xxxx 8xxx 8xxxx 8x 88.8%
3.1% 8xx 8xxxxxxxx 8xxxxxxxx 8xxx 8xx 88.8%
3.0% 8xxxx 8xxxxx 8xxxxxxxxxx 8xx 88.8%
2.7% 8xxxx 8xxxx 8 8xxxxxx 8xx 88.8%
2.4% 8xxxxxx 8xxx 8xx 88.8%
13.2% Industrials 2.2%
4.9% Caterpillar Inc. CAT 11.7%
3.6% 8xxxxxx 8xxxxxxx 8xxxxxx 8xx 88.8%
3.3% 8x 8xxxxxx 8xx 88.8%
1.3% 8xxxxxx 8xxxxxxx 8xxxxxx 8x 88.8%
10.8% Health Care 22.5%
4.1% 8xxxxx 8xxxxxxxxxxx 8xx 88.8%
3.4% 8xxxxxxxx 8xxx 8xx 88.8%
3.3% 8xxxx 8xxx 8xxx 88.8%
9.5% Consumer Staples 4.0%
3.2% 8xxxxxx 8xxx 8xx 88.8%
3.1% 8xxxxxx 8xxx 8xx 88.8%
3.1% 8xxxxxxxx 8xxxxxx 8xxxx 8x 88.8%
8.3% Information Technology 8.8%
4.2% 8xxxxx 8xxxxxxxxx 8xxx 8x 88.8%
4.1% 8xxxx 8xxxxxxxxxx 8xxx 88.8%
8.2% Materials 17.5%
4.7% 8xxxxxx 8xxx 8xxx 88.8%
3.5% 8xxxxxxxx 8xxx 8xxx 88.8%
5.8% Energy 11.7%
3.1% 8x 8xxxxx 8x 88.8%
2.6% 8xxxx 8xxxx 8xxxxxxxxxx 8xx 88.8%
5.7% Telecommunications Services 5.8%
3.0% 8xxxxxx 8xxxxxxxxxxxxx 8xxx 8x 88.8%
2.7% 8xxx 8xxx 8 88.8%
3.8% Consumer Discretionary 25.0%
2.3% 8xxxxxx 8xxxxx 8xxxxxx 8x 88.8%
1.5% 8xxx 8xxxx 8xxxxxx 8 88.8%

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