The Eventide US Market ETF (ESUM) is an actively managed fund that invests in a wide range of U.S. stocks, targeting both growth and value companies throughout the entire American market. A key part of its investment strategy involves stringent Environmental, Social, and Governance (ESG) screening, which means it specifically excludes businesses in industries like gambling, tobacco, adult entertainment, alcohol, and weapons, among others. The fund combines detailed fundamental analysis with data-driven quantitative methods to make its investment choices. Its goal is to replicate the returns of the Bloomberg U.S. 3000 Total Return Index, while specifically backing companies that adhere to socially conscious and faith-based values.

ประเภทสินทรัพย์

Equity

ผู้ออกกองทุน

Eventide

ประเทศที่จดทะเบียน

US

วันที่จัดตั้ง

17 ธ.ค. 2567

ISIN

US86280R7879