TOVJLens 500 Jewish Advocacy U.S. ETF
Tracks the total return of the JLens 500 Jewish Advocacy U.S. Index.
By JLens · Launched 2025
Annual Cost
0.18%
#794 of 6,040 · low cost
Fund Size
$284M
#2,144 of 6,040 · mid-size
Return (1Y)
+16.8%
Track Record
1 year
#4,127 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,697+17.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Focus
Faith Based
Index tracked
JLens 500 Jewish Advocacy US Index
Holdings
By weightConcentration
Top 10 holdings = 38.9% of funddiversified
NVIDIA CorpNVDA
7.7%
Apple IncAAPL
6.4%
Alphabet IncGOOGL
6.1%
Microsoft CorpMSFT
4.9%
Amazon.com IncAMZN
4.1%
Broadcom IncAVGO
3.1%
Meta Platforms IncMETA
2.1%
Tesla IncTSLA
1.7%
Berkshire Hathaway IncBRK/B
1.4%
JPMORGAN CHASE & CO.JPM
1.4%
Asset allocation
Stocks
99.8%
Cash
0.1%
Other
0.1%
By sector
Technology
38.6%
Financial Services
12.4%
Communication
9.7%
Healthcare
9.6%
Consumer Cyclical
9.0%
Industrials
7.9%
Consumer Defensive
4.3%
Energy
3.5%
Other
5.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.3%Moderate
Year-on-year price swings
Max drawdown
-16.3%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the total return of the JLens 500 Jewish Advocacy U.S. Index.
- Strategy
- Uses a passive management approach to replicate the JLens 500 Jewish Advocacy U.S. Index, which includes large cap U.S. equity securities. The Fund invests at least 80% of net assets in securities principally traded in the U.S. and may utilize a representative sampling strategy when necessary.
- Inception date
- February 26, 2025
- Fund family
- JLens
Similar funds
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Data updated on 2026-09-18