ESSC aims for long-term capital appreciation by investing in small-cap US companies. The actively managed fund uses a long-only investment approach and seeks to generate performance like its market cap-weighted benchmark index of the smallest 2,000 companies in the US. The fund selects at least 100 companies using fundamental research that includes a values-based screening inspired by the Christian faith. The fund caps an industry or industry group by 25%, except when it represents 20% or more of the benchmark, allowing them to go up to 35%. While actively managing the fund, the adviser monitors its holdings with full discretion to adjust the portfolio as necessary using research, quantitative modeling, and risk tools.

ประเภทสินทรัพย์

Equity

ผู้ออกกองทุน

Eventide

ประเทศที่จดทะเบียน

US

วันที่จัดตั้ง

29 ก.ย. 2568

ISIN

US86280R1344