TPLE is the first fund to focus on socially responsible companies while implementing a tactical strategy. It uses a rules-based methodology in constructing its portfolio by combining fundamental criteria with volatility weighting. The equity universe is selected from a parent index of US large-cap stocks that experienced positive earnings in each of the last four quarters. Eligible securities are then screened to exclude securities that do not meet the index providers proprietary criteria for biblically responsible investing. Constituents are then volatility-weighted, with the less volatile stocks assigned a higher weighting. The funds tactical strategy includes a daily review of the move in the reference index compared to the previous month-end closing value. Depending on the percentage move in the index, the portfolios allocation to equity securities will range between 100% - 25% with any remainder going to cash. The Index is reconstituted every April and October.
公司网站 :
https://timothyplan.com/our-etfs/summary-etf-tple.php
总经理:-
建立时间:2021
公司总部:Timothy Plan US Large/Mid Cap Core Enhanced ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds