SOVF: ETF Led By Biblical Values Keeping Pace With The Benchmark

2025-03-13 10:28:01 ET

Summary

• Sovereign's Capital Flourish Fund ETF invests in companies led by faith-driven CEOs with strong corporate cultures.
• SOVF's portfolio focuses on U.S. small and mid-cap companies, with significant exposure in industrials, financials, and technology sectors.
• SOVF has outperformed its benchmark, but its short track record makes assessment premature, and its competitor PRAY is more compelling.
• Investors can find ETFs aligning with their values that keep pace with the market in both the biblical and ESG categories.

SOVF strategy

Sovereign's Capital Flourish Fund ETF ( SOVF ) is an actively managed fund launched on 10/03/2023 with an objective of long-term capital appreciation. SOVF has a portfolio of 80 stocks and an expense ratio of 0.75%. As described in the prospectus by Sovereign’s Capital ,...

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