Yes, the current weighting factors are designed to be symbolic while maintaining close alignment with large-cap domestic equity benchmarks, but they could be adjusted in the future. The Index Advisory Committee periodically reviews the effectiveness of our weighting methodology, including the magnitude of the factors. If the Committee determines that stronger weighting differentials would better serve our advocacy goals without significantly impacting overall index performance characteristics, it could recommend adjustments. Any such changes would be implemented at quarterly rebalancing and communicated to investors in advance to maintain transparency about our investment approach.
Buy through your self directed brokerage
JLens funds are available through online brokerage firms.
Ask your financial advisor about JLens
Share your interest in JLens’s funds with your financial advisor to find out how they can fit in your portfolio.
Ask your 401k provider to include JLens
Share your interest in JLens’s funds with your 401k provider to find out how they can fit in your portfolio.