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Swell - Improve Education

4.9%
5.2%
0.8%

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 education-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 education-related causes have tended to be important to a diverse group of large companies. Swell gives 20% of its revenue from this motif to education-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
4.9%
5.2%
0.8%
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Portfolio Index 1 YR Return
Swell - Improve Education Benchmark
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Weight Segment & Stocks Symbol 1 YR Return
35.6% Financials 8.0%
5.2% Bank of America Corp BAC 8.3%
5.2% JP Morgan Chase & Co. JPM 2.4%
3.9% 8xx 8xxxxxxxx 8xxxxxxx 8xx 88.8%
3.9% 8xx 8xxxxxxxx 8xxxxxxxx 8xxx 8xx 88.8%
3.6% 8xxxxxxxx 8xxx 8 88.8%
3.5% 8xxxxxxxxx 8xxxxxxxx 8xxx 8xx 88.8%
3.0% 8xxxxxx 8xxxx 8xxxx 8xxx 8xxxx 8x 88.8%
2.7% 8xxxxxx 8xxx 8xx 88.8%
2.4% 8xxxx 8xxxx 8 8xxxxxx 8xx 88.8%
2.3% 8xxxx 8xxxxx 8xxxxxxxxxx 8xx 88.8%
11.7% Industrials 14.7%
4.4% 8xxxxxxxxxx 8xxx 8xx 88.8%
3.3% 8xxxxxx 8xxxxxxx 8xxxxxx 8xx 88.8%
2.9% 8x 8xxxxxx 8xx 88.8%
1.1% 8xxxxxx 8xxxxxxx 8xxxxxx 8x 88.8%
11.0% Consumer Staples 22.7%
4.0% 8xxxxxx 8xxx 8xx 88.8%
3.5% 8xxxxxx 8xxx 8xx 88.8%
3.5% 8xxxxxxxx 8xxxxxx 8xxxx 8x 88.8%
10.7% Health Care 11.4%
4.6% 8xxxxx 8xxxxxxxxxxx 8xx 88.8%
3.2% 8xxxxxxxx 8xxx 8xx 88.8%
2.9% 8xxxx 8xxx 8xxx 88.8%
7.9% Information Technology 22.1%
4.2% 8xxxx 8xxxxxxxxxx 8xxx 88.8%
3.7% 8xxxxx 8xxxxxxxxx 8xxx 8x 88.8%
6.7% Materials 6.6%
4.9% Arconic Inc. ARNC 21.6%
1.9% 8xxxxxxxx 8xxx 8xxx 88.8%
6.1% Telecommunications Services 8.7%
3.4% 8xxxxxx 8xxxxxxxxxxxxx 8xxx 8x 88.8%
2.7% 8xxx 8xxx 8 88.8%
5.7% Energy 9.4%
3.1% 8x 8xxxxx 8x 88.8%
2.6% 8xxxx 8xxxx 8xxxxxxxxxx 8xx 88.8%
4.5% Consumer Discretionary 3.3%
2.7% 8xxxxxx 8xxxxx 8xxxxxx 8x 88.8%
1.8% 8xxx 8xxxx 8xxxxxx 8 88.8%
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