{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"ESG Stocks Most Favored by Funds","description":"ESG Stocks Most Favored by Funds. Insights into what stocks the top analysts favor plus a Christian values fund analysis. By Ron Robins, MBA Transcript & Links, Episode 141, November 1, 2024 Hello, Ron Robins here. Welcome to this podcast episode 141 published November 1, 2024, titled \u201cESG Stocks Most Favored by Funds.\u201d It\u2019s presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content \u2013 including stock symbols and bonus material \u2013 on this episode\u2019s podcast page at investingforthesoul.com\/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don\u2019t receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information. This episode will be shorter than normal as fewer articles were reviewed. ------------------------------------------------------------- ESG \u2018transition\u2019 funds are an emerging trend \u2013 Here the most overweight stocks by ESG funds I\u2019m beginning this podcast with an article featuring an unusual stock analysis that will greatly interest most ethical and sustainable investors. It\u2019s titled ESG \u2018transition\u2019 funds are an emerging trend \u2013 Here the most overweight stocks by ESG funds. It\u2019s by BofA Securities analysts and can be seen on msn.com. Here are some quotes. \u201cBofA Securities analysts named the stocks with the highest ESG funds\u2019 weight relative to the S&P 500 (SP500)\u2026 Funds with the word \u2018transition\u2019 in their name \u2013 including 134 E.U. funds \u2013 have attracted almost two times the inflows over the last two years, compared to funds with \u2018green\u2019 in their names, according to a recent ESMA (the European Securities and Markets Authority) Trends, Risks, and Vulnerabilities report. These are the most overweight U.S. stocks by ESG funds, as of Aug. 31: Ball Corp. (BALL) \u2013 ESG funds\u2019 weight relative to the S&P 500: 15.01 Enphase Energy Inc. (ENPH) \u2013 ESG funds\u2019 weight relative to the S&P 500: 6.80 Veralto Corp. (VLTO) \u2013 ESG funds\u2019 weight relative to the S&P 500: 6.73 Verisk Analytics Inc. (VRSK) \u2013 ESG funds\u2019 weight relative to the S&P 500: 5.62 Pentair Plc (PNR) \u2013 ESG funds\u2019 weight relative to the S&P 500: 5.62 Realty Income Corp. (O) \u2013 ESG funds\u2019 weight relative to the S&P 500: 5.29 First Solar Inc. (FSLR) \u2013 ESG funds\u2019 weight relative to the S&P 500: 5.07 Agilent Technologies Inc. (A) \u2013 ESG funds\u2019 weight relative to the S&P 500: 5.00 Charter Communications Inc. (CHTR) \u2013 ESG funds\u2019 weight relative to the S&P 500: 4.81 Xylem Inc. (XYL) \u2013 ESG funds\u2019 weight relative to the S&P 500: 4.80 Bio-Rad Laboratories Inc. (BIO) \u2013 ESG funds\u2019 weight relative to the S&P 500: 4.63 Citizens Financial Group Inc. (CFG) \u2013 ESG funds\u2019 weight relative to the S&P 500: 4.57 IDEX Corp. (IEX) \u2013 ESG funds\u2019 weight relative to the S&P 500: 4.24 Paramount Global (PARA) \u2013 ESG funds\u2019 weight relative to the S&P 500: 4.13 West Pharmaceutical Services Inc. (WST) \u2013 ESG funds\u2019 weight relative to the S&P 500: 4.12 AutoZone Inc. (AZO) \u2013 ESG funds\u2019 weight relative to the S&P 500: 4.11 Fortive Corp. (FTV) \u2013 ESG funds\u2019 weight relative to the S&P 500: 4.00 Sysco Corp. (SYY) \u2013 ESG funds\u2019 weight relative to the S&P 500: 3.99 Mohawk Industries Inc. (MHK) \u2013 ESG funds\u2019 weight relative to the S&P 500: 3.92 Generac Holdings Inc. (GNRC) \u2013 ESG funds\u2019 weight relative to the S&P 500: 3.91 DR Horton Inc. (DHI) \u2013 ESG funds\u2019 weight relative to the S&P 500: 3.79 Aptiv Plc (APTV) \u2013 ESG funds\u2019 weight relative to the S&P 500: 3.59 IDEXX Laboratories Inc. (IDXX) \u2013 ESG funds\u2019 weight relative to the S&P 500: 3.57 Pool Corp. (POOL) \u2013 ESG funds\u2019 weight relative to the S&P 500: 3.56 Ecolab Inc. (ECL) \u2013 ESG funds\u2019 weight relative to the S&P 500: 3.54\u201d End quotes. ------------------------------------------------------------- OALC: Christian-Values ETF With High Fees But Solid Fundamentals This next article is titled OALC: Christian-Values ETF With High Fees But Solid Fundamentals. It\u2019s by The Sunday Investor and seen on seekingalpha.com. Here are a few quotes from what is an extensive financial analysis. \u201cInvestment Thesis The OneAscent Large Cap Core ETF (NYSEARCA:OALC) is a Christian faith-based large-cap fund offering an excellent combination of diversification, quality, growth, and value that should allow it to compete well with its target benchmark, the SPDR S&P 500 ETF (SPY). While OneAscent Large Cap Core ETF\u2019s 0.49% net expense ratio (0.86% before waivers) is quite high, and I will ask readers to consider this before initiating a position\u2026 Investment Recommendation [The] OneAscent Large Cap Core ETF is a solid single-fund solution for faith-based investors. My fundamental analysis revealed virtually no deficiencies in diversification, risk, growth, value, and quality, and unlike the Global X S&P 500 Catholic Values ETF (CATH), its composition differs enough from the S&P 500 Index, indicating that its screening process likely better reflects the values of its target audience. However, I encourage readers to consider the possibility that, with some creativity, they could achieve better returns and better alignment with their values by combining ex-sector ETFs and individual stock purchases, then using the cost savings to support specific causes in their local communities directly. I think this solution is more prudent, so as a result, I've assigned the OneAscent Large Cap Core ETF a solid \u2018hold\u2019 rating.\u201d End quotes. Incidentally, viewers and readers interested in what this reviewer says about creating an individual ETF and stock portfolio should consider enrolling in my DIY Ethical-Sustainable Investing Pays Tutorial! .------------------------------------------------------------- One Additional Article Link Title: The Best ESG Funds For Australians by Forbes Advisor Australia. By Patrick McGimpsey, Johanna Leggatt, and Shani Jayamanne. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast \u201cESG Stocks Most Favored by Funds.\u201d Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let\u2019s promote ethical and sustainable investing as a force for hope and prosperity in these troubled times! Contact me if you have any questions. Thank you for listening. Now my next podcast will be November 15th. I\u2019ll talk to you then! Bye for now. \u00a9 2024 Ron Robins, Investing for the Soul ","author_name":"Ethical & Sustainable Investing News to Profit By!","author_url":"https:\/\/investingforthesoul.com\/podcasts\/","html":"