BASV yields 0.43% · NOBL yields 2.17%● Live data
📍 NOBL pulled ahead of the other in Year 1
Combined, BASV + NOBL cover 0 of 12 months — good coverage
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BASV invests in US large-cap companies using a proprietary approach that combines traditional valuation metrics with sustainability analysis. Stock selection targets those who generate stable free cash flow, exhibit strong financials, and trade at a discount to their intrinsic value. Key factors include earnings, cash flows, book value, sales, and growth relative to the companys history, industry, or the broader market. At the same time, integrating sustainability via the Sustainable Cash Flow Advantage (SCFA) framework, focusing on firms with strong practices in workforce management, operational efficiency, and products that drive environmental or social benefits. The fund typically holds 30 to 50 issuers. Up to 20% of the assets may be allocated to foreign securities, including emerging markets. Investments include common and preferred stocks, ADRs, REITs, convertibles, ETFs, BDCs, and private placements. The fund may hold undervalued cyclical companies.
Full BASV Calculator →The fund will invest at least 80% of its total assets in component securities of the index. The index contains a minimum of 40 stocks, which are equally weighted, and no single sector is allowed to comprise more than 30% of the index weight. It seeks to remain fully invested at all times in securities and/or financial instruments that, in combination, provide exposure to the returns of the index without regard to market conditions, trends or direction.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.