Description: The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P 500 Sustainability Screened Index, which measures the performance of the large-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.
Exchange: BATS
Country: US
Currency: US Dollar ($)
Category: Large Blend
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 98.50 | 0.00 | 98.50 |
| Stock non-US | 1.26 | 0.00 | 1.26 |
| Cash | 0.24 | 0.00 | 0.24 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 25.69 | 22.70 |
| Healthcare | 15.90 | 16.05 |
| Financial Services | 15.44 | 14.11 |
| Consumer Cyclicals | 10.93 | 10.02 |
| Communication Services | 8.43 | 7.18 |
| Industrials | 7.45 | 10.28 |
| Consumer Defensive | 7.02 | 7.40 |
| Real Estate | 3.20 | 2.41 |
| Basic Materials | 2.65 | 2.71 |
| Utilities | 1.83 | 2.75 |
| Energy | 1.47 | 4.39 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 98.74 | 97.55 |
| United Kingdom | 0.64 | 0.88 |
| Europe Developed | 0.59 | 1.13 |
| Asia Developed | 0.04 | 0.17 |
| Japan | 0.00 | 0.07 |
| Australasia | 0.00 | 0.01 |
| Asia Emerging | 0.00 | 0.09 |
| Latin America | 0.00 | 0.07 |
| Africa/Middle East | 0.00 | 0.03 |