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.
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a Prospectus or Summary Prospectus with this and other information about the Fund, please call 855-427-7360 or visit our website at investjewishly.org. Read the prospectus or summary prospectus carefully before investing.
Investments involve risk. Principal loss is possible.
Large-Capitalization Companies Risk. Large-capitalization companies may trail the returns of the overall stock market. Large-capitalization stocks tend to go through cycles of doing better – or worse – than the stock market in general. These periods have, in the past, lasted for as long as several years.
Jewish Values Investing Risk. The Index considers JLens’ Jewish Value Pillars in its index methodology and may exclude otherwise profitable investments in companies which have been identified as being in conflict with JLens’ Jewish Value Pillars. The Index does not select constituents for inclusion in the Index on the basis of future anticipated performance or capital appreciation, similar to traditional market capitalization-weighted indexes.
Responsible Investing Criteria Risk. Because the methodology of the Index selects securities of issuers using responsible investing considerations, the Fund may underperform the broader equity market or other funds that do not utilize responsible investing criteria when selecting investments.
New Fund Risk. The Fund is a recently organized management investment company with no operating history. As a result, prospective investors have no track record or history on which to base their investment decision.
The Fund is distributed by Quasar Distributors, LLC. The Fund’s investment advisor is Empowered Funds, LLC which is doing business as ETF Architect.