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Manager Disclosure Document

American Values Investments

Investment Adviser

Investment portfolio

American Values Investments American Heroes

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  • Strategy
    Stock selection
Sharpe ratio
0.39

365 days

Manager performance
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3.9%

365 days

Risk score

1% fee
$20,000 minimum


Portfolio commentary

  1. 5 charities that deserve your donation dollars

    23 September 2014

    These charities spend at least 90 cents of every dollar on the programs and services they deliver.

  2. Covestor manager on socially responsible investing 11 December 2013
  3. Carter Lecraw: Aligning stock picks with American Values 15 May 2013
  4. A new lineup for the American Heroes portfolio 12 May 2013
  5. A modest proposal to save America 9 May 2013

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Important Information

1. Performance of the portfolio manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.