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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 Index®, 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 Index® has a track record of more than a decade, with an inception date of 2001. The Index is managed by Segall Bryant & Hamill, an independent investment management firm headquartered in Chicago, with offices in St. Louis, Philadelphia, Denver, and Naples, Florida. The firm was established in 1994 and offers domestic equity and fixed income strategies, international and global equity, and alternative strategies for institutional and wealth management clients.

For more information on the Workplace Equality Index®, visit

www.sbhfunds.com.

Segall Bryant & Hamill acquired Denver Investment Advisors LLC on 4/30/2018. Performance results for the Workplace Equality Index® prior to this date reflect returns generated by the portfolio manager at Denver Investment Advisors LLC.

Fund Data as of 07/20/2018
NAV $37.08
NAV Change $-0.09
Market Price1 $37.19
Premium/Discount ($)2 $0.11
Premium/Discount (%)2 0.30%
Bid/Ask Midpoint $37.19
Last Trade Price $37.25
Ticker Symbol EQLT
CUSIP 00162Q 650
Inception Date 02/24/2014
Index Symbol LGBTEQLT
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  • Workplace Equality Portfolio
  • P.O. Box 44386
  • Denver, CO 80203