YWCA-Backed ETF ranked in top percentile
of its Morningstar peers
Impact Shares, the first non-profit ETF sponsor in the U.S.,
celebrates the three-year anniversary of the Impact Shares YWCA
Women’s Empowerment ETF (NYSE: WOMN).
Backed by the YWCA, WOMN allows investors to deploy capital to
companies with strong policies and practices in support of women’s
empowerment and gender equality. Since its inception on August 24,
2018, WOMN has generated a 25.08% annualized total return, placing
it within the top percentile of the 1,256 funds in Morningstar’s
U.S. Fund Large Blend Category (as of 8/25/21).
“WOMN’s track record for the past three years speaks for itself,
clearly illustrating that investors don’t need to sacrifice
performance in order to invest in line with their values,” says
Ethan Powell, CEO of Impact Shares. “We’re grateful for the ongoing
support from our partners at the YWCA and Morningstar Indexes. We
look forward to continuing our mission to harness the power of
capital to drive social change.”
WOMN tracks the Morningstar Women’s Empowerment Index, using
Equileap data to include companies that align with the YWCA’s
vision of how corporations can advance women’s empowerment and
gender equality. Founded in 1858 as a voice for women’s issues,
YWCA USA represents more than 200 YWCA associations in 46 states
and the District of Columbia. YWCAs across the United States serve
over two million women and families each year in over 1,200
communities.
“The WOMN ETF puts the ability to empower women in everyone’s
hands. It allows us to leverage the capital markets to further an
essential part of our mission – to empower women,” said
Elisha Rhodes, Interim CEO and COO, YWCA USA. “It is my hope, and
that of almost 200 local associations, that female and male
investors alike seize an opportunity like this one to encourage
companies to work more proactively to address the issues impacting
women today and advance gender equality.”
“Applying an ESG lens to all levels of portfolio management and
asset allocation has been a rapidly growing focus for investors.
This is particularly true in the area of gender diversity, where
history has shown that forward-thinking social policies often go
hand-in-hand with competitive performance,” said Amelia Furr, Head
of Sales for Morningstar Indexes. “We are proud to provide the
index that has helped power WOMN to success in its first three
years.”
Impact Shares, itself a 501(c)3 nonprofit ETF issuer, donates
the net advisory proceeds it receives from each ETF it sponsors
back to the collaborating nonprofit partner1. In addition to WOMN,
the firm has three other ETFs currently on the market: the Impact
Shares NAACP Minority Empowerment ETF, the Impact Shares
Sustainable Development Goals Global Equity ETF and the Impact
Shares Affordable Housing MBS ETF.
For more information on Impact Shares, visit:
https://www.impactetfs.org/
About Impact Shares
Impact Shares is an ETF issuer and investment manager that is
creating a new and innovative platform for clients seeking maximum
social impact with market returns. Impact Shares' goal is to build
a capital markets bridge between leading nonprofits, investors and
corporate America to direct capital and social engagement on
societal priorities. Impact Shares is a tax-exempt non-profit
organization under Section 501(c)(3) of the Internal Revenue Code.
For more information about Impact Shares visit impactetfs.org.
As of 8/25/21, WOMN was ranked in the first percentile out of
1,256 U.S. Large Blend Funds for the 3-Year period. As of 8/25/21,
WOMN was ranked in the fifth percentile out of 1,356 U.S. Large
Blend Funds for the 1-year period.
As of 6/30/21, WOMN’s 1 year return (NAV): 26.22%, (Market
Price): 46.19%. Since inception (NAV): 25.02%, (Market Price):
24.61%. Expense ratio: 0.75%. Performance data quoted represents
past performance and is no guarantee of future results. Investment
return and principal value of an investment will fluctuate so that
an investor`s shares, when redeemed or sold, may be worth more or
less than the original cost. Current performance may be lower or
higher than the original cost. Returns for periods of less than one
year are not annualized. Market returns does not represent the
returns you would receive if you traded shares at other times. For
performance data current to the most recent month end, please call
844-448-3383.
Beginning 12/17/2020, the market price returns are based on the
official closing price of an ETF share or, if the official closing
price isn’t available, the midpoint between the national best bid
and national best offer (“NBBO”) as of the time the ETF calculates
current NAV per share, and do not represent the returns you would
receive if you traded shares at other times. Prior to 12/17/2020,
market price returns were based on the midpoint between the Bid and
Ask price. NAVs are calculated using prices as of 4:00 PM Eastern
Time.
Statements in this communication may include forward-looking
information and/or may be based on various assumptions. The
forward-looking statements and other views or opinions expressed
herein are made as of the date of this publication. Actual future
results or occurrences may differ significantly from those
anticipated and there is no guarantee that any particular outcome
will come to pass. The statements made herein are subject to change
at any time. Impact Shares disclaims any obligation to update or
revise any statements or views expressed herein.
Carefully consider the Funds’ investment objectives, risk
factors, and expenses before investing. This and additional
information can be found in the Impact Shares statutory and summary
prospectuses, which may be obtained by calling 855-267-3837, or by
visiting ImpactETFs.org. Read the prospectus carefully before
investing.
Investing involves risk, including the possible loss of
principal. Narrowly focused investments and investments in smaller
companies typically exhibit higher volatility. Investments in
commodities are subject to higher volatility than more traditional
investments. The Fund may invest in derivatives, which are often
more volatile than other investments and may magnify the Fund’s
gains or losses. The Fund is non-diversified.
Shares of any ETF are bought and sold at market price (not NAV),
may trade at a discount or premium to NAV and are not individually
redeemed from the Fund. Brokerage commissions will reduce
returns.
Impact Shares ETFS are distributed by SEI Investments
Distribution Co., with is not affiliated with Impact Shares
Corp.
About YWCA USA
YWCA is dedicated to eliminating racism, empowering women and
promoting peace, justice, freedom and dignity for all. We are one
of the oldest and largest women’s organizations in the nation,
serving over 2 million women, girls, and their families.
YWCA has been at the forefront of the most pressing social
movements for 160 years — from voting rights to civil rights, from
affordable housing to pay equity, from violence prevention to
health care reform. Today, we combine programming and advocacy to
generate institutional change in three key areas: racial justice
and civil rights, empowerment and economic advancement of women and
girls, and health and safety of women and girls.
__________________________
1 Net Profits is the excess, if any, of Impact Shares’ fund fees
after the deduction of operating expense and a reserve for working
capital. The fund is not sponsored, endorsed, or promoted by
YWCA.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20210827005276/en/
Sales Contact: Impact Shares 844-GIVE-ETF
info@impactetfs.org
or
Media Contact: Gregory FCA for Impact Shares
impactshares@gregoryfca.com
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