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The Workplace Equality Portfolio ETF - EQLT

The Workplace Equality Portfolio is an exchange-traded fund (ETF) designed to track performance of the Workplace Equality IndexTM, a stock index that includes many of America's leading equality-minded corporations. It consists of publicly-traded companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace.

The screening criteria generally include mandatory language in a company's equal employment opportunity (EEO) statement prohibiting discrimination based on sexual orientation and gender identity, offering health benefits to same-sex partners or spouses of employees, along with other corporate benefits and privileges. Other screens are performed with the goal of eliminating companies that would detract from the Index such as companies in bankruptcy or reorganization.

The Workplace Equality IndexTM has a track record of more than a decade, with an inception date of 2001. The Index was created by Denver Investments, which manages assets for a broad array of investors. The firm has over 15 years' experience managing portfolios for foundations and individuals that choose to allocate investments in securities of companies that support the LGBT community.

For more information on the Workplace Equality IndexTM, visit www.workplaceequalityindex.com

Fund Data as of 08/29/2016
NAV $29.12
NAV Change $0.14
Market Price1 $29.13
Premium/Discount ($)2 $0.01
Premium/Discount (%)2 0.03%
Bid/Ask Midpoint $29.13
Last Trade Price $29.22
Ticker Symbol EQLT
CUSIP 00162Q 650
Inception Date 02/24/2014
Index Symbol LGBTEQLT
Contact ALPS
 
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  • Workplace Equality Portfolio
  • P.O. Box 44386
  • Denver, CO 80203