Invest Jewishly

Invest Jewishly

TOV is your Jewish shareholder voice.

TOV is your Jewish shareholder voice.

The JLens 500 Jewish Advocacy U.S. ETF (TOV) empowers investors to combat antisemitism and hate, support Israel, and promote the Jewish value of Tikkun Olam (repairing the world) through shareholder advocacy. It aims to deliver performance comparable to index funds that track the 500 largest U.S. public companies.

Combat Antisemitism & Hate

Support for Israel

Tikkun Olam

Repairing the World

Why TOV?

The TOV ETF is a timely response to the alarming rise of antisemitism, growing power of the largest U.S. public companies, and the economic threats facing Israel:

  • Antisemitism is surging, and Corporate America is not immune. Antisemitism has risen dramatically since the tragic events of 10/7 and is prevalent on social media, gaming, and other major technology platforms.
  • Corporate power is rising, rivaling governments. Company annual revenues surpass many national economies, social media companies shape public opinion, and 29 million people are employed by the largest 500 public companies.
  • Anti-Israel activists are increasingly targeting corporations. Boycott, Divestment & Sanctions (BDS) activists are using a suite of sophisticated tactics, from anti-Israel shareholder proposals to university divestment campaigns. Israel is facing economic threats on multiple fronts while many Jewish employees find themselves in hostile workplace environments.

By leveraging Jewish communal capital for shareholder advocacy, the TOV ETF directly addresses these challenges, amplifying the Jewish voice in the corporate arena and drawing strength from JLens’ expertise as the only Jewish organization solely focused on shareholder advocacy. TOV is your Jewish shareholder voice.

Methodology

TOV tracks the JLens 500 Jewish Advocacy U.S. Index, which provides exposure to the 500 largest U.S. public companies and reflects JLens’ rigorous Jewish values-inspired research on corporate behavior.

The TOV ETF uses an advocacy-driven investment process

Step 1

Screen

We begin with the 500 largest U.S. public companies and screen out those companies with business activities that do not align with Jewish values.

Step 2

Score

The remaining companies are scored on their performance on three Jewish value scorecards, inspired by Judaism’s framework of Mitzvot (obligations).

Step 3

Advocate

We champion long-term shareholder interests by engaging with corporate leaders to combat antisemitism, support Israel, and promote the Jewish value of Tikkun Olam.

Fund Objective

The JLens 500 Jewish Advocacy U.S. ETF seeks to track the total return, before fees and expenses, of the JLens 500 Jewish Advocacy U.S. Index.

Fund Documents

1 Fund Data & Pricing
1 Net Assets ($mm) $115.41
2 NAV 24.17
3 Shares Outstanding 4,775,000
4 Premium/Discount Percentage 0.13%
5 Closing Price 24.2
6 Median 30 Day Spread*
9 As of Date 2025-03-07

*Median 30 Day Spread is a calculation of Fund’s median bid-ask spread, expressed as a percentage rounded to the nearest hundredth, computed by: identifying the Fund’s national best bid and national best offer as of the end of each 10 second interval during each trading day of the last 30 calendar days; dividing the difference between each such bid and offer by the midpoint of the national best bid and national best offer; and identifying the median of those values.

Historical Performance

Month-End Performance

Quarter-End Performance

The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. Performance current to the most recent month-end can be obtained by calling (1-800-617-0004).

Short term performance, in particular, is not a good indication of the fund’s future performance, and an investment should not be made based solely on returns.

Market Price: The current price at which shares are bought and sold. Market returns are based upon the last trade price. NAV: The dollar value of a single share, based on the value of the underlying assets of the fund minus its liabilities, divided by the number of shares outstanding. Calculated at the end of each business day.

Historical Premium / Discount

Fund Distributions

Fund Holdings

Fund holdings and allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security.