Crossmark Large Cap Value ETF

Crossmark Large Cap Value ETF is an exchange-traded fund designed to provide long-term capital appreciation by investing in a diversified portfolio of large-cap value securities issued by U.S. companies. The ETF utilizes a multi-factor investment process that combines traditional fundamental analysis—such as earnings quality, profitability, and valuation metrics—with quantitative screening. Notably, it incorporates Crossmark’s values-based screening methodology, applying both in-house research and third-party data to exclude companies that do not meet specific ethical or values-related criteria. The fund aims to outperform the Russell 1000 Value Index, focusing on resilient, value-oriented stocks from large and mega-cap firms. With its values-driven approach and emphasis on strong fundamentals, Crossmark Large Cap Value ETF appeals to investors seeking broad exposure to U.S. value equities while adhering to certain ethical standards. Its role in the market is to bridge disciplined value investing with responsible, values-based screening, making it suitable for institutional and individual investors interested in aligning capital growth with specific value preferences.