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
Currency: US Dollar ($)
Category: Mid-Cap Blend
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 76.12 | 0.00 | 76.12 |
| Stock non-US | 16.84 | 0.00 | 16.84 |
| Cash | 7.04 | 0.00 | 7.04 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Industrials | 42.59 | 16.73 |
| Utilities | 15.48 | 3.80 |
| Basic Materials | 10.13 | 5.39 |
| Financial Services | 7.16 | 14.93 |
| Healthcare | 6.71 | 11.01 |
| Consumer Cyclicals | 6.02 | 13.12 |
| Real Estate | 3.29 | 7.04 |
| Technology | 3.07 | 15.16 |
| Consumer Defensive | 2.90 | 4.59 |
| Communication Services | 2.66 | 2.67 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 86.37 | 98.63 |
| Europe Developed | 6.67 | 0.26 |
| United Kingdom | 3.90 | 0.47 |
| Asia Developed | 3.07 | 0.12 |
| Japan | 0.00 | 0.00 |
| Asia Emerging | 0.00 | 0.28 |
| Latin America | 0.00 | 0.12 |
| Europe Emerging | 0.00 | 0.01 |
| Africa/Middle East | 0.00 | 0.07 |