AVDG
AVDR U.S. LargeCap ESG ETFAVDG Fund Description
AVDG tracks an index of large-cap US stocks that employ ESG strategies without perceived human bias.
AVDG Factset Analytics Insight
The security is being delisted. The last day of trading on an exchange is July 11, 2022. AVDG based on the premise that markets are not truly efficient. The fund is comprised of large-cap US stocks that have high ESG scores while avoiding those perceived to underperform due to human intervention. As part of the AVDR (pronounced “avoider”) family of ETFs, the fund takes into account human behavior that is believed to cause a stock to be classified by the Advisor as a “loser.” The fund employs a methodology that integrates ESG while avoiding human errors by using the Human Factor (H-Factor of HF) System, a proprietary algorithm that measures how human biases affect stock prices. 600 stocks from the Refinitiv U.S. Total Return Index are assigned an ESG score and HF score, from which the top 50 stocks with the best combined average scores are included. The index is weighted by market cap and rebalanced quarterly.
AVDG Summary Data
AVDG Portfolio Data
AVDG Index Data
AVDG Portfolio Management
AVDG Tax Exposures
AVDG Fund Structure
AVDG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of AVDG. AVDG is rated a 5 out of 5.
AVDG Tradability
AVDG Sector/Industry Breakdown
AVDG
AVDG Top 10 Holdings[View All]
AVDG Countries
AVDG
AVDG Regions
AVDG
AVDG Economic Development
AVDG
AVDG Performance Statistics
AVDG Benchmark Comparison Summary
AVDG
AVDG Benchmark Comparison Market Cap Size
AVDG