ACSIAmerican Customer Satisfaction ETF
ACSI Fund Description
The American Customer Satisfaction Core Alpha ETF tracks an index of US-listed large-cap companies, weighted toward those with high customer satisfaction scores from surveys.
ACSI Factset Analytics Insight
ACSI reweights the US large-cap market to favor companies that have performed well in surveys of customer satisfaction. Each firm is scored based on how its customers rate it in three categories: customer expectations, perceived quality, and perceived value. Holdings are weighted solely by this survey score, with caps of up to 5% per security. The portfolio also includes guardrails at the sector level, such that no sector will be weighted more than +/- 10% from its market weight. Only companies with current surveys are included, limiting the fund to a universe of around 350 names. If necessary, ACSI will hold sector ETFs to maintain diversification when there aren’t enough eligible companies in a sector. Survey data is collected over a rolling 12-month period—with updates at least quarterly—and the index is rebalanced quarterly.
ACSI MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 21, 2018 the American Customer Satisfaction ETF MSCI ESG Fund Quality Score is 4.67 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. ACSI ranks in the 15th percentile within its peer group and in the 22nd percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
ACSI CHARTS AND PERFORMANCE
ACSI Top 10 Countries
ACSI Top 10 Sectors
ACSI Top 10 Holdings [View All]
ACSI Summary Data
ACSI Portfolio Data
ACSI Index Data
ACSI Portfolio Management
ACSI Tax Exposures
ACSI Fund Structure
ACSI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ACSI. ACSI is rated a 4 out of 5.
ACSI Sector/Industry Breakdown
ACSI TOP 10 HOLDINGS[View All]
ACSI Economic Development
ACSI Performance Statistics
ACSI MSCI ESG Ratings
ACSI BENCHMARK COMPARISON SUMMARY
ACSI BENCHMARK COMPARISON MARKET CAP SIZE
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.