Investment Products
Investment Products
The 2ndVote family of funds offers investors convenient options to invest consistent with their own values.
Protecting the First Amendment:
2ndVote Founding Freedoms Fund (Cboe: LIBE)
The objective is to generate long-term total return. The Fund seeks to meet its investment objective by primarily investing its net assets, plus borrowings for investment purposes, if any, in the equity securities of large- and mid- capitalization US companies that meet the Fund’s social criteria. The Fund uses both a fundamental security analysis and proprietary social rating system to select the equity securities for the portfolio.
Life Neutral
2ndVote Life Neutral Plus ETF (Cboe: LYFE)
The objective is to generate long-term total return. It typically invests in the equity securities of large- and mid- capitalization US companies that meet the Fund’s social criteria (i.e., that do not support abortion). The Fund uses both a fundamental security analysis and proprietary political/social scoring system to select a diverse portfolio of what we believe are high-quality equity securities for the fund.
2nd Amendment and Civil/Safe Society Neutral
2ndVote Society Defended ETF (Cboe: EGIS)
The objective for this Fund is to generate long-term total return. It typically invests in the equity securities of large- and mid- capitalization US companies that meet its social criteria (i.e., that oppose 2nd Amendment rights, border security, law enforcement and a civil society). The Fund uses both a fundamental security analysis and proprietary political/social scoring system to select a diverse portfolio of what we believe are high-quality equity securities for the fund.
How to Invest
Online
You can purchase the Funds through any brokerage account with access to U.S. Stock Exchanges.
Financial Advisor
Consult with your financial advisor who will explain how the specialized 2ndVote ETFs fit in your overall portfolio allocation.
The two current 2ndVote’s Funds (“ETFs” or “Funds”) trade under the ticker symbols LYFE and EGIS on the Chicago Board of Exchange (Cboe). Like other investments sold on a stock exchange, the Funds are available through various channels including broker-dealers, registered investment advisers, or by contacting your financial advisor. Please note you cannot buy 2ndVote Funds directly through 2ndVote Advisers, but you can invest directly in the Funds by purchasing creation units from various broker-dealers who are designated market makers for the Funds.
Any information needed to evaluate an investment in 2ndVote Funds can be found at www.2ndVoteFunds.com.
Individual investors and financial professionals seeking more information about the 2ndVote Funds can call (877) 223-8699, Monday-Friday 9 a.m.-5 p.m. Eastern Time.
Why Invest in Exchange Traded Funds (ETFs)?
2ndVote Funds offers ETFs to help you easily invest, consistent with your values. An exchange traded fund (ETF) is a basket of securities—such as stocks and bonds—that can be bought and sold in a single trade on an exchange. They often track the performance of an index, generally charge lower fees than mutual funds, and may offer targeted exposure to a specific market segment, such as an asset class, geography, sector, or investment theme. ETFs are registered funds that trade like stocks on a stock exchange with the diversification, governance and oversight benefits of mutual funds. In one trade they may offer diversified, low-cost, transparent and tax-efficient exposure to companies.
What are the Potential Benefits of ETFs?
Understanding the possible benefits of ETFs is an important step toward determining whether ETFs can be an appropriate choice for you.
Targeted Exposure
ETFs often track an index, offer exposure to a specific segment of the market, as well as a specific investment objective, investment style and investment theme.
Lower Expense Ratios
Most ETFs have fewer operations than a mutual fund and typically have lower management fees and operating expenses. When fees and expenses are low, investors can keep more of their returns.
Increased Diversification
ETFs provide one of the easiest ways to diversify a portfolio.
They provide access to many companies or investments in one single trade, removing single stock risk—the risk inherent in being exposed to just one company. Offering this exposure in the ETF structure is designed to lower the risk that a select number of individual stocks could hurt overall portfolio performance.
Added Liquidity
ETFs benefit from two sources of liquidity: primary market liquidity and secondary market liquidity. In addition, shares of ETFs can be traded throughout the day just like stocks rather than priced once a day (after the close of trading) like mutual funds.
Tax Efficiency
ETFs are generally more tax efficient than other investment vehicles due to the ability to transfer securities in and out of the portfolio in the most tax-efficient manner, via the in-kind creation/redemption process. And, because ETFs often track market indexes or are less actively managed, turnover is generally low, resulting in fewer capital gains and lower taxes. Additionally, any associated capital gains taxes are paid at the time of sale of the ETF’s shares, offering investors greater control on the timing of individual tax consequences.
Flexible Trading
ETFs can be bought through an online brokerage account at their current market price, at any time during the trading day. There are no minimum holding periods, and investors can employ a wide range of trading techniques—such as buying on margin, short selling, and placing limit orders—to react to market movements.
Increased Transparency
The holdings of most ETFs are fully transparent and available throughout the day. This disclosure means investors know what they own at any moment, allowing them to make more informed investment decisions with greater accuracy.