If it is an “own and advocate” strategy, how does JLens actually advocate with all 496 companies in the TOV ETF portfolio as of March 2025?

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JLens interacts on an ongoing basis with the companies in the TOV portfolio to request that they (when applicable): offer antisemitism training for employees, allow creation of Jewish Employee Resource Groups, implement best practices for religious accommodations in the workplace.

JLens evaluates every company in the portfolio, gathering about 80 metrics on each, to learn about opportunities for deeper advocacy engagement on behalf of the Jewish community.

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.

If it is an “own and advocate” strategy, how does JLens actually advocate with all 496 companies in the TOV ETF portfolio as of March 2025?

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