With VOTE, passive investors have a new opportunity to drive positive impact as active owners. VOTE invests in a portfolio of the 500 largest U.S. publicly traded stocks, allowing you to use your voice to hold companies accountable.
You can't solve a problem by running from it.
Too many sustainable funds exclude companies that need to change rather than changing them. We’ve seen the power of investors to transform companies—but we’ve also seen how that power can be wasted. Investors are demanding better.
The Engine No. 1 Transform 500 ETF (ticker: VOTE) was built to harness the power of investors to transform our largest companies.
VOTE intends to invest in 500 of the largest US public stocks. It tracks a market cap-weighted index, provided by Morningstar, that is diversified across sectors and captures over 80% of the US equity market.
Rather than excluding companies that need to change, VOTE works to change them. This strategy is based on:
There shouldn’t be a trade-off between investing for the long-term and holding companies accountable. VOTE gives investors a new opportunity to drive positive impact as engaged owners.
As of 5/18/2022
As of 5/18/2022
30 – Day SEC Yield: A standard calculation of yield introduced by the SEC in order to provide fairer comparison among funds. This yield reflects the interest earned after deducting the fund’s expenses during the most recent 30-day period by the average investor in the fund. Negative 30-Day SEC Yield results when accrued expenses of the past 30 days exceed the income collected during the past 30 days.
Index refers to the Morningstar US Large Cap Select Index. Index returns are calculated based on changes in closing index levels. An investor cannot invest directly in an index. NAV return represents the total return of the fund based on changes to the net assets and accounts for distributions from the fund. Market Price returns are calculated using the closing price and account for distributions from the fund.
The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. For the most recent month end performance please visit ETF.Engine1.com.
|TICKER||NAME||SHARES||NET ASSET (%)||MARKET VALUE|
|GOOGL||ALPHABET INC-CL A||2,743||1.99%||$6,138,806.57|
|GOOG||ALPHABET INC-CL C||2,533||1.85%||$5,694,234.66|
|BRK/B||BERKSHIRE HATHAWAY INC-CL B||16,707||1.66%||$5,123,034.48|
|JNJ||JOHNSON & JOHNSON||24,015||1.37%||$4,214,632.50|
|FB||META PLATFORMS INC-CLASS A||21,063||1.31%||$4,049,151.12|
|UNH||UNITEDHEALTH GROUP INC||8,592||1.31%||$4,050,096.96|
Holdings are subject to change. Cash, where shown, includes other assets and liabilities, such as payables and receivables.
|Prior Quarter||Current Quarter||YTD|
|EX-DATE||RECORD-DATE||PAY-DATE||INCOME||LONG-TERM CAPITAL GAINS||SHORT-TERM CAPITAL GAINS||RETURN OF CAPITAL||OTHER / SPECIAL|