EA Series Trust JLens 500 Jewish Advocacy U.S. ETFEA Series Trust JLens 500 Jewish Advocacy U.S. ETFEA Series Trust JLens 500 Jewish Advocacy U.S. ETF

EA Series Trust JLens 500 Jewish Advocacy U.S. ETF

No trades
See on Supercharts

Key stats


Assets under management (AUM)
‪120.84 M‬USD
Fund flows (1Y)
‪96.70 M‬USD
Dividend yield (indicated)
0.42%
Discount/Premium to NAV
0.007%
Shares outstanding
‪5.08 M‬
Expense ratio
0.18%

About EA Series Trust JLens 500 Jewish Advocacy U.S. ETF


Issuer
Empirical Finance LLC
Brand
JLens
Inception date
Feb 26, 2025
Structure
Open-Ended Fund
Index tracked
JLens 500 Jewish Advocacy U.S. Index - Benchmark TR Gross
Management style
Passive
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Empowered Funds LLC
Distributor
Quasar Distributors LLC
TOV is a passively managed ETF that seeks to advocate Jewish values while investing in large-cap US equity securities. From a starting universe of 500 large-cap US stocks, the fund screens out companies that receive more than 5% of its revenue from a business activity considered as trief or not fit. The fund also excludes companies on the sub-advisers Do Not Invest List that identifies companies that engage in an egregious act or partake in persistent, irresponsible business conduct. Using various data sources, the fund uses a framework to score each company under the Jewish value pillars of Rodef Shalom (Combat Antisemitism & Hate), Shmirat Yisrael (Support for Israel), and Tikkun Olam (Repair the World). The total score from each pillar and its subcategories lead to the final grade of Excellent, Good, or Needs Improvement. This final assessment determines how a company is overweighted, unchanged, or underweighted. The index is reconstituted and rebalanced quarterly.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
ESG
Geography
U.S.
Weighting scheme
Principles-based
Selection criteria
Principles-based
What's in the fund
Exposure type
StocksBonds, Cash & Other
Electronic Technology
Technology Services
Finance
Stock breakdown by region
97%2%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy

Broaden your horizons with more funds linked to TOV via country, focus, and more.