Description: LOPP will emphasize the environmental aspect, or “E” in ESG, placing an emphasis on investing in publicly traded companies with a focus on sustainability. The Fund combines a research intensive process with social screens and a holistic ESG overlay to deliver returns in a socially responsive manner.
Exchange: NYSE ARCA
Country: US : United States of America
Currency: US Dollar ($)
Category: Mid-Cap Blend
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 84.32 | 0.00 | 84.32 |
| Stock non-US | 12.35 | 0.00 | 12.35 |
| Cash | 3.33 | 0.00 | 3.33 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Industrials | 55.67 | 19.73 |
| Utilities | 14.12 | 3.16 |
| Financial Services | 7.57 | 15.58 |
| Technology | 4.62 | 16.14 |
| Basic Materials | 4.14 | 4.63 |
| Consumer Cyclicals | 4.12 | 13.21 |
| Real Estate | 3.88 | 6.28 |
| Energy | 1.73 | 4.38 |
| Consumer Defensive | 1.57 | 3.98 |
| Healthcare | 1.36 | 10.65 |
| Communication Services | 1.21 | 2.27 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 93.64 | 98.13 |
| Europe Developed | 3.06 | 0.56 |
| Latin America | 2.31 | 0.28 |
| United Kingdom | 0.99 | 0.63 |
| Japan | 0.00 | 0.02 |
| Asia Emerging | 0.00 | 0.20 |
| Asia Developed | 0.00 | 0.11 |
| Africa/Middle East | 0.00 | 0.06 |