American Conservative Values ETF Celebrates Its First Anniversary

Fund for politically conservative investors outperformed the S&P 500 and raised more than $30 million in assets
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FAQs

I love the idea, but I do not want to sacrifice performance.

We understand the importance of performance. Nobody wants to leave money on the table. For that reason, ACVF is not “ideologically pure,” but a balance between performance and advocacy. ACVF is a diversified large-cap portfolio that maintains sector and style exposure similar to the overall market. We are seeking to balance performance, competitive with benchmarks such as the S&P 500 and Russell 1000, with the advocacy of boycotting the worst-offending liberal companies. If we boycotted all the “liberal” companies, sadly we would not have many left to invest in. We cannot boycott them all, so we start with the worst.

Your holdings make no sense? Why aren’t you boycotting abc or xzy corp, they are very liberal?

If we boycotted all the “liberal” companies, sadly we would not have many to invest in. The easiest way to evaluate our holdings is to look at what we do not own, our Boycotts. What we do own is largely the result of our diversified large-cap portfolio construction and not an endorsement of the companies ideological purity, they simply are not the worst. 

Please email us or take our survey, and let us know which are your most liberal companies.

How do I get the best trade Execution?

Our recommended best practice when trading any ETF is to always use limit orders particularly before 10am.

How can I share my insights with the management team?

Please email us or take our survey, and let us know your liberal companies to help us build a community of conservative investors.

How can I buy it?

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How does not owning their stock hurt the company?

Our favorite is executive compensation. Typically, senior managers are rewarded when their companies stock price rises. When we sell their stock or withhold from buying, it is less likely to go up. For example, the largest, large-cap ETF owns over $7 billion dollars of Facebook (FB). If half of those dollars are politically conservative and investors subsequently sell FB, it will be noticed.

Carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Fund’s prospectus and Summary Prospectus, which may be obtained by visiting ACVETFS.com. Read the prospectus and Summary Prospectus carefully before investing.

An investment in the Fund is subject to risks, including the possible loss of the principal amount invested. Overall stock market risks may affect the value of individual securities in which the Fund invests. The Fund is actively managed, the Adviser’s investment decisions impact the Fund’s performance. The Fund and Adviser are new, the ETF has only recently commenced operations. This Fund may not be suitable for all investors.

The equity securities in which the Fund invest will generally be those of companies with large market capitalizations. Exchange-Traded Funds (ETFs) trade like stocks, are subject to investment risk, and will fluctuate in market value. Transactions in shares of ETFs will result in brokerage commissions, which will reduce returns. Unlike typical exchange-traded funds, there are no indexes that the Fund attempts to track or replicate. Thus, the ability of the Fund to achieve its objectives will depend on the effectiveness of the portfolio manager. There is no assurance that the investment process will consistently lead to successful investing. The Fund is new and has a limited operating history.

The ACVF Fund is distributed by Foreside Fund Services, LLC.

The Fund is structured as an ETF and as a result, is subject to special risks. Shares are bought and sold at market price (closing price) not net asset value (NAV) and are not individually redeemed from the Fund. Market price returns are based on the midpoint of the bid/ask spread at 4:00pm Eastern Time (when NAV is normally determined) and do not represent the return you would receive if you traded at other times.

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