Invest in

Swell - End Poverty

2.9%
4.5%
1.1%

Swell - Invested in Good

Swell Investing, an affiliate of Pacific Life, brings a new approach to the world of investing. Swell believes financial success is part of a more holistic picture of personal success that includes supporting what you believe in. Swell has reviewed the top companies publicly traded in the U.S. that are committed to supporting poverty-related charities, according to their corporate foundation tax filings. Swell then selects the top 30 donors to create a motif that aims to move along with the S&P500 Index. Swell believes there may be a high correlation with the broader index because poverty-related causes have tended to be important to a diverse group of large companies. Swell gives 20% of its revenue from this motif to poverty-related causes, making it uniquely both market-driven and cause-driven at the same time. Welcome to cause-driven investing. See more at swellinvesting.com. See More
2.9%
4.5%
1.1%
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Portfolio Index 1 YR Return
Swell - End Poverty Benchmark
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Weight Segment & Stocks Symbol 1 YR Return
39.0% Financials 9.7%
4.7% Bank of America Corp BAC 8.3%
4.7% JP Morgan Chase & Co. JPM 2.4%
3.8% 8x 8xxxxxxxxx 8xxxxxx 8xxxxxxxxxx 8xxx 88.8%
3.6% 8xx 8xxxxxxxx 8xxxxxxx 8xx 88.8%
3.5% 8xxxxxxx 8xxxxxxxxxx 8xxxx 8xx 88.8%
3.2% 8xxxxxxxx 8xxx 8 88.8%
3.2% 8xxxxxxxxx 8xxxxxxxx 8xxx 8xx 88.8%
2.8% 8xxxxxxx 8xxx 8xxxx 8 8xxxxx 8xxx 8xx 88.8%
2.7% 8xxxxxx 8xxxx 8xxxx 8xxx 8xxxx 8x 88.8%
2.4% 8xxxxxx 8xxx 8xx 88.8%
2.1% 8xxxx 8xxxx 8 8xxxxxx 8xx 88.8%
2.1% 8xxxx 8xxxxx 8xxxxxxxxxx 8xx 88.8%
12.7% Consumer Staples 22.6%
3.6% 8xxxxxx 8xxx 8xx 88.8%
3.2% 8xxxxxx 8xxx 8xx 88.8%
3.2% 8xxxxxxxx 8xxxxxx 8xxxx 8x 88.8%
2.6% 8xxxxxx 8xxxx 8xxx 8xx 88.8%
10.6% Industrials 9.2%
4.0% 8xxxxxxxxxx 8xxx 8xx 88.8%
4.0% 8xxxx 8 8xxxxxx 8x 88.8%
2.6% 8xxxxx 8xxxxx 8xxxxxx 8xx 88.8%
9.5% Information Technology 14.9%
9.5% Adobe Inc. ADBE 14.9%
7.7% Health Care 18.1%
4.2% 8xxxxx 8xxxxxxxxxxx 8xx 88.8%
3.6% 8xxxxxx 8 8xxxxxx 8xx 88.8%
6.2% Materials 6.6%
4.4% 8xxxxxx 8xxx 8xxx 88.8%
1.7% 8xxxxxxxx 8xxx 8xxx 88.8%
5.9% Energy 20.1%
3.6% 8xxxxx 8xxxxx 8xxx 8xx 88.8%
2.3% 8xxxx 8xxxx 8xxxxxxxxxx 8xx 88.8%
4.5% Consumer Discretionary 8.8%
2.3% 8xxxxx 8xxxxxxxxxx 8xx 88.8%
2.2% 8xxx 8xxx 8xx 88.8%
3.1% Telecommunications Services 18.3%
3.1% 8xxxxxx 8xxxxxxxxxxxxx 8xxx 8x 88.8%
0.8% Utilities 57.3%
0.8% 8xxxxxx 8xx 8 8xxxxxxx 8xx 8xx 88.8%
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