MXDU

Nationwide Maximum Diversification U.S. Core Equity ETF
N/A

N/A
  • Overview
  • Efficiency
  • Tradability
  • Fit

MXDU Fund Description

The Nationwide Maximum Diversification US Core Equity ETF tracks an index of US companies that meet basic SRI guidelines. The fund is optimized for low volatility and maximum diversification.

MXDU Factset Analytics Insight

MXDU provides exposure to large- and midcap US stocks that meet minimum liquidity and socially responsible investment (SRI) screens. Eligible stocks are then analyzed for their volatility and correlation to each other. Based on these inputs, a mathematical model is used to weight components in order to lower the overall volatility and maximize diversification. The model includes constraints to ensure that the portfolio does not stray too far from market weight, but these constraints are loose enough that large tilts are still possible. The index is rebalanced quarterly. The fund is an inexpensive choice for US equity SRI investing, with a low-volatility methodology.

MXDU 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 April 19, 2018 the Nationwide Maximum Diversification U.S. Core Equity ETF MSCI ESG Fund Quality Score is 4.66 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. MXDU ranks in the 17th percentile within its peer group and in the 22nd percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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MXDU Top 10 Countries

MXDU Top 10 Sectors

MXDU Top 10 Holdings View All

MXDU Summary Data

Nationwide
09/15/17
Open-Ended Fund
0.34%
$112.59M
$42.72K
0.27%

MXDU Portfolio Data

$92.29B
28.03
3.44
--
N/A
442

MXDU Index Data

Technical
Principles-based
MSCI USA Investable Markets_net

Related ETFs to MXDU

MTUM, PDP, DWTR, QMOM, DWAQ
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

MXDU Portfolio Management

0.34%
--
--
--

MXDU Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

MXDU Fund Structure

Open-Ended Fund
No
--
No Policy
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

MXDU Factset Analytics Block Liquidity

As of 04/20/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of MXDU. MXDU is rated a 4 out of 5.

MXDU Tradability

1,318
$42.72K
0
0
0.27%
$0.07
-0.24%
4.49% / -4.62%
None
100.00%
50,000
0
0.04%
0.00%
--
$26.91
4

MXDU Sector/Industry BreakdownView All

MXDUSegment Benchmark
13.00% 20.19%
12.95% 18.52%
24.02% 17.84%
7.23% 13.78%
18.23% 10.88%
2.78% 4.96%
5.27% 4.82%
10.89% 4.04%
2.86% 3.08%

MXDU Geographic Exposure

MXDUSegment Benchmark
99.93% 100.55%
0.07% --

MXDUSegment Benchmark
100.00% 100.55%
0.00% / 0.00% 0.00% / 0.00%

MXDU Performance Statistics

0.95
0.90
0.92
0.90
0.19%
MSCI USA Investable Markets_net

MXDU MSCI ESG Ratings

4.66 / 10
17.07
22.03
7.31%
7.06%
198.33

MXDU BENCHMARK COMPARISON

    MXDU
    442 Holdings
    Segment Benchmark
    2371 Constituents
    Shared Holdings
    433 (Count)
     
    45.57% (Weight)
MXDUSegment Benchmark
170.56 B 92.29 B
80.33% 75.32%
14.87% 24.68%
4.42% 0.00%
0.38% 0.00%
1.78% 1.81%