How are the companies screened out?

At launch in February of 2025, only four of the 500 largest U.S. public companies have been screened out. Our screening is deliberately light because we believe in the “own and advocate” method.

Companies that derive material revenue from tobacco, oil sands, thermal coal, and for-profit prisons —or those that engage in or condone anti-Israel activities—are excluded.

The four companies currently screened out are: Altria, Philip Morris, ConocoPhillips, and General Mills.

Altria and Philip Morris are removed due to their tobacco revenue
ConocoPhillips has been removed due to their revenue from oil sands
General Mills has been removed due to their inadequate response to the Boycott, Divestment and Sanctions (“BDS”) movement by removing the majority of their Pilsbury brand from Israel after years of BDS pressure
As of December 31, 2024, no companies among the 500 largest U.S. public companies derive material revenue from thermal coal extraction or for-profit prisons.

Screens may change over time based on recommendations from the Index Committee.

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Email: info@jlensnetwork.org
Phone: 212-885-7870

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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.