How does TOV compare to Israeli ETFs or Israel bonds?

TOV employs a passive management approach with exposure to the largest U.S. public companies. JLens conducts advocacy with the portfolio on JLens Jewish value pillars, which include “Support for Israel,” “Combat Antisemitism & Hate,” and “Tikkun Olam” (repairing the world).

Other firms may offer investment products with a concentration in Israeli companies or Israel bonds. For the Jewish community, these funds are complementary to TOV but fundamentally different. As a large-cap domestic equity fund, TOV does not invest directly in the Israeli economy; rather, through TOV, JLens will engage with large US public companies on the maintaining their business relationships with Israel and not acquiescing to the BDS movement. JLens also conducts shareholder advocacy related to combating anti-Israel shareholder proposals of BDS investors (e.g., leading a shareholder campaign to vote against a BDS proposal at Amazon asking them to discontinue their contract with the Israeli government). Ultimately, both TOV and Israeli funds are powerful investment vehicles for the Jewish community to align their investments with their values, but differ in investment strategy.

Address: JLens
605 Third Avenue
9th Floor
New York, NY 10158
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.