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| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | ▲ +0.3% | ▼ −2.3% | ▼ −4.6% | — | — | — | — | ▲ +0.2% |
| Peer average | — | — | — | — | — | — | — | — |
| S&P 500 · VOO | ▼ −0.4% | ▲ +0.9% | ▲ +3.3% | ▲ +13.8% | ▲ +13.3% | ▲ +88.8% | ▲ +81.9% | — |
ACTS aims to provide investors with exposure to global equities while upholding Christian ethical principles, employing a structured three-phase methodology. The initial step involves a comprehensive quantitative assessment of companies, scrutinizing their fiscal health, earnings trajectories, market valuation, relative performance, and inherent risks. Subsequently, a values-driven filter screens out firms engaged in activities considered inconsistent with Christian tenets, including those involved in abortion, pornography, gambling, alcohol, tobacco, and human rights violations. From this refined universe, the fund conducts in-depth fundamental and qualitative analyses to pinpoint stocks with substantial growth potential, while simultaneously aligning its sector allocations with those of the S&P 500. Additionally, its investment strategy integrates a tactical overlay, facilitating dynamic portfolio adjustments influenced by macroeconomic conditions, market price fluctuations, and overall market participation. During periods of heightened uncertainty, the fund may allocate up to ten percent of its assets to cash or highly liquid equivalents.
Distribution yield and SEC yield use different methodologies. Payouts may include income, capital gains, or return of capital.
Verified payout history is unavailable.
Estimated annual expense excludes trading costs and assumes constant assets. Fee waivers and fund costs can change.
Historical risk measures describe past behavior and do not predict future returns.
Hear the strategy from the people behind ACTS.