The TSME ETF is managed by Thrivent Asset Management, LLC (Thrivent Asset Mgt.), an experienced investment advisor known for its commitment to sustainable and socially responsible investing. This ETF focuses on small and mid-sized companies listed or traded on national securities exchanges that demonstrate sustainable long-term business models and a strong commitment to environmental, social, and governance (ESG) policies and practices. Thrivent Asset Mgt. employs a rigorous investment process, combining fundamental, quantitative, and technical research techniques to identify companies with growth potential, positive economic outlooks, high-quality management, and sound financial positions. The ETF also places a significant emphasis on ESG factors, considering environmental impact, labor practices, corporate governance, and other relevant criteria when selecting its holdings. With a dedication to responsible investing, TSME Issuer provides investors with an opportunity to support companies that prioritize ESG principles while seeking potential financial rewards.
The TSME Dividend ETF primarily focuses on investing at least 80% of its net assets in equity securities of small and mid-sized companies listed or traded on national securities exchanges. Thrivent Asset Management, LLC, the Fund's investment adviser, seeks companies with sustainable long-term business models and demonstrated commitment to ESG (Environmental, Social, Governance) policies. The Fund typically invests in companies with market capitalizations within the range of those included in small and mid-cap indices like the Russell 2500 Index and S&P MidCap 400 Index. While the Fund does not have a specific ESG focus, it avoids securities rated CCC by MSCI ESG Research LLC and invests in companies rated B by MSCI only if they exhibit a sustainable long-term business model and commitment to ESG policies. The Fund is actively managed and does not disclose its complete portfolio holdings, using a Proxy Portfolio to track its performance while limiting the types of securities it can invest in.
Efficiently tracking the performance of small and medium-sized enterprises (SMEs) is the central focus of the Total SMEs ETF (TSME). This ETF is designed to mirror the trends and movements of a diversified basket of SMEs, providing investors with targeted exposure to this vital segment of the market. By closely aligning with the performance of SMEs, TSME offers investors an opportunity to capitalize on the growth and resilience inherent in small and medium-sized businesses within the broader equity landscape.
The correlation aspect of the Thrivent Small-Mid Cap ESG Fund (TSME) is an important factor in understanding its investment behavior. Under normal circumstances, TSME invests at least 80% of its net assets in equity securities of small and mid-sized companies that have sustainable long-term business models and demonstrated commitment to ESG (Environmental, Social, and Governance) policies. This investment strategy makes TSME's correlation with companies meeting these criteria a key focus, as it aims to provide investors with exposure to such companies that align with ESG principles. To explore and analyze TSME's correlations with these specific companies and the broader market, investors can utilize the ETF Insider web app, which offers deep and insightful data through its visualization tools, helping investors identify overlap and make informed investment decisions.
The TSME Sector ETF primarily focuses on investing in small and mid-sized companies listed or traded on national securities exchanges. Thrivent Asset Management, LLC, the ETF's investment adviser, seeks companies with sustainable long-term business models and a demonstrated commitment to ESG (Environmental, Social, Governance) policies. The ETF aims to capture growth opportunities in this segment of the market, emphasizing factors like environmental impact, social responsibility, and corporate governance in its investment decisions. However, it should be noted that the ETF may not publicly disclose its complete portfolio holdings each business day, and it operates under certain restrictions as an actively managed fund.
TSME (Thrivent Small-Mid Cap ESG) ETF''s exposure primarily focuses on investing in equity securities of small and mid-sized companies listed or traded on national securities exchanges. Thrivent Asset Management, LLC, the ETF''s investment adviser, places a strong emphasis on sustainable long-term business models and demonstrated commitment to ESG (Environmental, Social, and Governance) policies, practices, or outcomes. This ETF typically targets companies within the market capitalization range of indices like the Russell 2500 Index and the S&P MidCap 400 Index, striving to identify those with strong growth prospects, positive industry outlooks, high-quality management, and solid financial positions. Additionally, TSME utilizes a variety of fundamental, quantitative, and technical research techniques to make investment decisions while considering various ESG factors, including environmental, social, and governance aspects.
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