NOPAC

The Unusual Whales No-PAC Large-Cap Core Fund

Our Goal

The Problem

The S&P 500 index funds have a huge political footprint. The three most popular of these funds own all 500 of the companies’s stocks in the S&P 500 index (SPY, IVV, VOO) but over 65% of those 500 companies contribute to (or have their own) political action committees (PACs). Over the last 3 election cycles, these companies have contributed over 500 million to PACs.

Our Solution

Why No-PAC?

The Unusual Whales No-PAC Large-Cap Core Fund (NOPAC) is designed using the same basic construction methodology as DEMZ. No-PAC will only include companies from the S&P 500 that do not contribute to or have their own political action committees. The companies must not have donated to PACs over the last three federal election cycles. Similar to DEMZ, No-PAC will be designed to track the S&P 500 in a way that either meets or exceeds its performance. 

No-PAC Versus the S&P 500 (Backtest)

It's Time to Invest With Your Values!

Accountant Analytics

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Legal Solutions

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Wealth Management

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