The FFV 100 is a passive, large company index. We believe the process is simple and effective. Our goal is to establish a strong faith-based investing program.
Process (repeated annually)
- We use our most conservative screens on the S&P 500.
- Rank to companies left by market capitalization.
- Pick the top 100 by size.
- Invest equally in each.
- Rebalance quarterly.
We vote proxies and work with companies in the portfolio throughout the year based on our Little Blue Book. We are able to invest in the strategy for 20 basis points (0.20%) annually in a UMA structure.