Crossmark ETFs
Values alignment
- We go beyond traditional exclusionary screens by aligning investments with widely held traditional values.
- Our dual-screening process avoids companies that conflict with these values and prioritizes those that uphold them – seeking to align your investment portfolios with your values.
Active, insight-driven management
- We offer an investment approach rooted in active management, fueled by advanced quantitative models and fundamental research.
- Our goal? To not just meet the market, but to outperform it, with discipline and purpose.
Decades of expertise at the helm
- Led by industry veteran Bob Doll, CFA – Portfolio Manager, CIO, and CEO of Crossmark – the team brings decades of demonstrated success navigating U.S. equity markets.
- The same strategy that powers our Large Cap Value and Large Cap Growth SMA strategies, launched in June 2021, guides Crossmark ETFs.
Why Crossmark
For over three decades, Crossmark has been a trusted investment management partner to financial intermediaries and the clients they serve. Rooted in faith, Crossmark provides a full suite of investment strategies, all guided by a disciplined process. We are especially known for helping institutional and individual investors align their portfolios with their values through socially conscious, responsible investment solutions. Founded in 1987, Crossmark’s client-first approach is built on a legacy of excellence, offering investors the opportunity to create enduring value for generations to come.
ETF Features
Liquidity and flexibility
ETFs trade on stock exchanges like individual stocks.
They can be bought or sold throughout the trading day at market prices.
Access to active management
Many ETFs now offer strategies managed by professionals aiming to outperform the market.
This approach combines the flexibility of ETFs with the expertise of active portfolio managers.
POTENTIAL TAX-EFFICIENCY
ETFs are generally more tax-efficient than mutual funds due to their unique structure.
The in-kind creation/redemption process may help limit capital gains distributions.
For Investors
Before you buy, learn how Crossmark ETFs may fit in your portfolio. Call to request a prospectus.
888-845-6910
Monday - Friday
An investor should consider the investment objectives, risks, charges, and expenses of the fund carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the fund. You may obtain a prospectus and, if available, a summary prospectus by downloading the prospectus at crossmarkglobalETF.com or calling Crossmark toll-free at 888-845-6910. Please read the prospectus or summary prospectus carefully before investing.
The funds may not achieve their objectives if the managers’ expectations regarding particular securities or markets are not met. Equity investments generally involve two principal risks – market risk and selection risk. The value of equity securities will rise and fall in response to general market and/or economic conditions (equity market risk). The value of any individual equity security will rise and fall in response to the market’s perception of the issuer’s revenues, earnings, balance sheet, credit worthiness, business plan, and overall perception of the viability of the issuer’s business (selection risk).
The funds’ values-based screening policies exclude certain securities from the universe of otherwise available investments. As a result, the funds may not achieve the same performance they otherwise may have in the absence of the screening process. If the funds have invested in a company that is later discovered to be in violation of one or more screening criteria and liquidation of an investment in that company is required, selling the securities at issue could result in a loss for the funds. Further, the funds’ values-based screening policies may prevent the funds from participating in an otherwise suitable investment opportunity.
The funds’ investment adviser considers positive value characteristics when making investment decisions. There is a risk that the funds may forgo otherwise attractive investment opportunities or increase or decrease exposure to certain types of issuers and, therefore, may underperform strategies that do not consider the same or any positive value characteristics. A company’s positive value characteristics are determined based on data and rankings generated by one or more third-party providers unaffiliated with the adviser, and such information may be unavailable or unreliable. Additionally, investors can differ in their views of what constitutes positive value characteristics. As a result, the funds may invest in issuers that do not reflect or support, or that act contrary to, the values of any particular investor.
The funds are subject to management risk because they are actively managed investment portfolios. The adviser will apply investment techniques and risk analyses in making investment decisions for the funds, but there can be no guarantee that these will produce the desired results.
Proprietary and third-party data and systems are utilized to support decision making by portfolio management for the funds. There can be no assurance that the quantitative models used in managing the funds will perform as anticipated or enable the funds to achieve their objectives.
The funds are classified as non-diversified under the Investment Company Act of 1940, as amended. This means that the funds may invest in securities of relatively few issuers.
Investments in large cap companies are subject to the risks of equity securities. Large cap companies may underperform other segments of the market because such companies may be less responsive to competitive challenges and opportunities and may be unable to attain high growth rates during periods of economic expansion.
Investments in growth stocks are subject to the risks of equity securities. Growth company stocks may provide minimal dividends that could otherwise cushion stock prices in a market decline. The value of growth company stocks may rise and fall significantly based, in part, on investor’s perceptions of the companies, rather than on fundamental analysis of the stocks.
An investment in the funds involves risk, including possible loss of principal. Unlike mutual funds, exchange-traded funds (ETFs) trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs’ net asset value (NAV), and are not individually redeemable directly with the ETFs. Brokerage commissions and ETF expenses will reduce returns. ETFs are subject to specific risks, depending on the nature of the underlying strategy of the funds. These risks also include value stocks risk, market disruption and geopolitical risk, inflation risk, issuer risk, small- and mid-cap companies risk, other investment companies or real estate investment trust risk, focus risk, concentration policy risk, market price risk, small fund risk, and authorized participant concentration risk. For a complete description of the funds’ principal investment risks, please refer to the prospectus.
The information contained here is of general nature and not intended to be construed as investment, tax, or legal advice.
PINE Distributors LLC is the distributor for the Crossmark ETFs (the “funds”). Crossmark Global Investments Inc. (Crossmark) serves as the investment adviser of the Crossmark ETFs. PINE Distributors LLC is not affiliated with Crossmark Global Investments Inc. and Crossmark Distributors Inc. Learn more about PINE Distributors LLC at FINRA's BrokerCheck.
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Crossmark Global Investments Inc. (Crossmark) is an investment adviser registered with the Securities and Exchange Commission that provides discretionary investment management services to mutual funds, institutions, and individual clients. Investment advice can be provided only after the delivery of Crossmark’s firm Brochure and Brochure Supplement Form ADV (Parts 2A and 2B) and Form CRS, and once a properly executed investment advisory agreement has been entered into by the client. All investments are subject to risks, including the possible loss of principal.
NOT FDIC INSURED — NO BANK GUARANTEE — MAY LOSE VALUE