Core Viewpoint - The JLens 500 Jewish Advocacy U.S. ETF (TOV) is a passively managed fund aimed at providing broad exposure to the Large Cap Blend segment of the U.S. equity market, with assets exceeding $205.45 million [1] Group 1: Fund Overview - Launched on February 26, 2025, TOV is sponsored by Jlens Invest Jewishly and is positioned as an average-sized ETF in its category [1] - The fund targets large cap companies, which typically have market capitalizations above $10 billion, and includes a mix of growth and value stocks [2] Group 2: Costs and Performance - TOV has an annual operating expense ratio of 0.18%, making it one of the more cost-effective options in the ETF space, with a 12-month trailing dividend yield of 0.75% [3] - The ETF has achieved a performance increase of approximately 20.87% since inception, trading between $20.87 and $29.08 over the past 52 weeks [6] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation of about 34.7% to the Information Technology sector, with Financials and Telecom also being prominent sectors [4] - Nvidia Corp (NVDA) constitutes around 7.34% of total assets, with the top 10 holdings making up approximately 40.04% of total assets under management [5] Group 4: Alternatives and Market Position - TOV holds a Zacks ETF Rank of 3 (Hold), indicating it is a reasonable option for investors seeking exposure to the Large Cap Blend area of the market [8] - Comparable ETFs include the iShares Core S&P 500 ETF (IVV) and the Vanguard S&P 500 ETF (VOO), which have significantly larger asset bases of $768.07 billion and $832.01 billion respectively, both with an expense ratio of 0.03% [9] Group 5: Industry Trends - Passively managed ETFs are gaining popularity among both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]

Core Viewpoint - JLens has launched the first Jewish investment fund, the JLens 500 Jewish Advocacy U.S. ETF (ticker: TOV), which aims to amplify the Jewish voice in corporate America while delivering competitive financial performance [1][2][3]. Fund Overview - The TOV ETF has grown to over $190 million in assets since its launch in February 2025, indicating strong investor demand with approximately 1,000 investor accounts [2][3]. - TOV tracks the JLens 500 Jewish Advocacy U.S. Index, which includes the 500 largest U.S. public companies [3][4]. Advocacy and Values - JLens evaluates over 80 metrics per company in its portfolio, focusing on issues such as antisemitism, support for Israel, and alignment with Jewish values [4]. - The fund empowers investors to advocate for Jewish values in the marketplace while seeking competitive returns [5]. Recent Developments - Recent momentum for JLens includes new board member appointments and significant shareholder support for proposals addressing antisemitism, such as a 46.8% support for a proposal at Meta [6]. - The fund is affiliated with the Anti-Defamation League (ADL), which is recognized as a leading anti-hate organization [8][9]. Organizational Background - JLens, founded in 2012, is a nonprofit and Registered Investment Advisor that aligns capital with Jewish values and advocates for Jewish communal priorities [8]. - The Jewish Investor Network, part of JLens, consists of over 30 Jewish institutions representing $11 billion in communal capital [8]. Fund Management - The TOV ETF is managed by ETF Architect, which provides a comprehensive infrastructure for launching and operating exchange-traded funds [11].