If you invest in an index fund, a mutual fund, or an exchange-traded fund, you probably have holdings in hundreds of different companies, some of which may be promoting an agenda at odd with conservative values. After 25 years of experience in the field of investments, Bill Flaig decided to create Ridgeline Research to provide …
Conservatives Now Have an Option to Avoid Investing in Left-Leaning Companies Read More »
WASHINGTON—An investment management firm has created a new fund that invests in companies supporting conservative beliefs and values. Founded by Ridgeline Research LLC, a Washington-based investment adviser, the exchange-traded fund (ETF) is actively managed and seeks to avoid ownership of companies that back progressive and liberal political causes. The fund, called American Conservative Values ETF (NYSE: ACVF), debuted on Oct. 29 with a …
New Conservative Investment Fund ‘Boycotts’ Companies With Liberal Agendas Read More »
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, and the adviser’s investment decisions impact the Fund’s performance. The Fund and adviser are new, and the ETF has only recently commenced operations. This Fund may not be suitable for all investors.
The equity securities in which the Fund invests 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 4:00 p.m. Eastern Time (when NAV is normally determined) and do not represent the return you would receive if you traded at other times.
