ACSIAmerican Customer Satisfaction ETF
ACSI Fund Description
ACSI tracks an index of tier-weighted US large-cap companies assigned with the highest customer satisfaction scores. Holdings are weighted equally within each industry.
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. The portfolio is generally comprised of about 25 to 35 companies which are weighted in tiers. First step includes guardrails at the sector level, such that sector weights could be adjusted upward or downward to better reflect its weight in the overall US large-cap market. Industries within each sector are then weighted based on their highest-scored companies, and lastly, securities within an industry are equally weighted, with caps of up to 12% per security. 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. The index is rebalanced quarterly.
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 Economic Development
ACSI Performance Statistics
ACSI Benchmark Comparison Summary
ACSI Benchmark Comparison Market Cap Size