The Humankind: Humankind Investments, LLC (HKND) operates with a distinctive investment philosophy, employing a passive or indexing approach to achieve its investment objective. The Fund, managed by HKND, does not aim to outperform the Humankind US Equity Index but seeks to match its total return performance. The Index focuses on domestic equity securities, with no more than 5% foreign securities, employing a representative sampling indexing strategy. The overall goal is to select companies that benefit humankind, considering value creation for investors, consumers, employees, and society. The Adviser, serving as the sponsor of the Index, follows socially responsible investment (SRI) criteria to invest in issuers making a positive impact on humanity. The Humankind Benefit Corporation, structured as a Maryland Benefit Corporation, aligns with the Fund's goal of creating a material, positive impact on humanity. While typically adhering to SRI criteria, the Fund may invest in companies not meeting every criterion, depending on the net value provided to humanity. The Index, assessed through a humankind value, comprises domestic companies with a minimum market capitalization, and its methodology reflects the Adviser's SRI Criteria. The Index is reconstituted annually and rebalanced quarterly, with the Adviser using a representative sampling strategy. Solactive AG acts as an independent index calculation agent. The Humankind Value considers investor, consumer, employee, and societal value, with adjustments for supply chain relationships and potential government value. The Index aims to help investors align their portfolios with positive economic impacts on humankind, emphasizing the Adviser's socially responsible investment criteria..
While the provided information does not explicitly mention dividends, it is common for funds and investment entities like Humankind: Humankind Investments, LLC (HKND) to distribute dividends to their investors. Dividends are payments made by a company or fund to its shareholders, typically from its profits. For HKND, investors may potentially receive dividends based on the performance and income generated by the securities held in the Fund's portfolio. The amount and frequency of dividend distributions, if any, depend on factors such as the financial performance of the underlying companies in the Humankind US Equity Index, as well as the Fund's overall investment strategy. Investors in HKND may benefit not only from potential capital appreciation but also from income in the form of dividends, contributing to the overall returns of their investment in the Fund. It's advisable for investors to refer to the specific dividend policy and historical performance data provided by HKND for a more accurate understanding of its dividend-related practices.
Humankind: Humankind Investments, LLC (HKND) employs a passive or indexing approach, indicating that the Fund seeks to track the performance of the Humankind US Equity Index. In this strategy, the Fund does not aim to outperform the index but endeavors to replicate its total return performance. The Index, composed of domestic equity securities and subject to a 5% limit on foreign securities, reflects the overall goal of selecting component securities issued by companies that contribute positively to humankind. HKND utilizes a representative sampling indexing strategy, which means the Fund may or may not hold all of the securities in the Index. This approach allows HKND to manage its portfolio in a manner that closely aligns with the performance of the underlying index. Tracking the Index provides investors with exposure to companies that meet socially responsible investment (SRI) criteria and aim to create value for investors, consumers, employees, and society at large. The Fund's commitment to tracking the Index ensures a focus on companies with a positive impact on humanity, aligning with its overall investment objective.
Humankind: Humankind Investments, LLC (HKND) exhibits a correlation with the performance of the Humankind US Equity Index, reflecting its passive or indexing approach. The Fund's investment strategy aims to closely track the total return performance of the Index, indicating a strong correlation between the two. The correlation is influenced by the Fund's use of a representative sampling indexing strategy, where it may or may not hold all of the securities in the Index. By aligning its portfolio with the components of the Index, HKND seeks to provide investors with a return profile that mirrors the movements of the underlying index. This correlation is crucial for investors seeking exposure to companies that meet socially responsible investment criteria and contribute positively to humankind, as defined by the Index's methodology. The Fund's commitment to correlation ensures that its performance reflects the overall goals and composition of the Humankind US Equity Index, providing investors with a transparent and predictable investment experience.
The sectoral focus of Humankind: Humankind Investments, LLC (HKND) is primarily determined by the composition of the Humankind US Equity Index, which guides the Fund's investment strategy. The Index is primarily comprised of domestic (U.S.) equity securities, emphasizing companies that contribute positively to humankind based on socially responsible investment (SRI) criteria. While the provided information does not explicitly detail specific sectors within the Index, it implies that the Fund's sectoral exposure is aligned with the diverse range of companies that meet the defined criteria for creating value for investors, consumers, employees, and society. The sectoral distribution within the Index, subject to the 5% limit on foreign securities, is likely to reflect a broad spectrum of industries, contributing to a diversified portfolio that supports socially optimal economic outcomes. Investors looking for sectoral exposure consistent with the Humankind US Equity Index's goals may find HKND's approach appealing for its emphasis on positive societal impact within various sectors. For a more detailed breakdown of sectoral exposure, investors may refer to the specific sector allocation provided by HKND or the Index methodology.
Humankind: Humankind Investments, LLC (HKND) offers investors exposure to a diversified portfolio of domestic (U.S.) equity securities through its passive or indexing approach. The Fund seeks to closely track the total return performance of the Humankind US Equity Index, reflecting its commitment to providing exposure to companies that align with socially responsible investment (SRI) criteria. The Index, comprised of a diverse array of companies, aims to create value for investors, consumers, employees, and society at large. HKND's exposure encompasses small-, mid-, and large-cap companies, subject to the Index's criteria of a minimum market capitalization and average daily trading volume. The Fund employs a representative sampling indexing strategy, allowing flexibility in holding securities within the Index. This exposure ensures that investors in HKND have the opportunity to participate in the performance of companies that are positively impacting humanity, providing a unique investment avenue for those seeking socially responsible and diversified investment exposure. For a more detailed breakdown of the Fund's exposure, investors may refer to specific disclosures and reports provided by HKND.
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