Eventide US Market ETF (ESUM)
Company overview
The Eventide US Market ETF (ESUM) is an actively managed fund that invests in a wide range of U.S. stocks, targeting both growth and value companies throughout the entire American market. A key part of its investment strategy involves stringent Environmental, Social, and Governance (ESG) screening, which means it specifically excludes businesses in industries like gambling, tobacco, adult entertainment, alcohol, and weapons, among others. The fund combines detailed fundamental analysis with data-driven quantitative methods to make its investment choices. Its goal is to replicate the returns of the Bloomberg U.S. 3000 Total Return Index, while specifically backing companies that adhere to socially conscious and faith-based values.
No price history available.
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
Eventide US Market ETF (ESUM)
No price history available.
The Eventide US Market ETF (ESUM) is an actively managed fund that invests in a wide range of U.S. stocks, targeting both growth and value companies throughout the entire American market. A key part of its investment strategy involves stringent Environmental, Social, and Governance (ESG) screening, which means it specifically excludes businesses in industries like gambling, tobacco, adult entertainment, alcohol, and weapons, among others. The fund combines detailed fundamental analysis with data-driven quantitative methods to make its investment choices. Its goal is to replicate the returns of the Bloomberg U.S. 3000 Total Return Index, while specifically backing companies that adhere to socially conscious and faith-based values.
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