BATTAmplify Lithium & Battery Technology ETF
BATT Fund Description
BATT tracks a market-cap-weighted index that invests in global advanced battery material companies such as those that mine or produce lithium, cobalt, nickel, manganese, and graphite.
BATT Factset Analytics Insight
BATT invests in advanced battery materials and technology companies globally. A committee selects the components of the fund from a pool of eligible companies. To qualify for inclusion in the selection pool, companies must generate at least 50% of their revenue from the mining, exploration, production, development, processing, or recycling of lithium, cobalt, nickel, manganese, or graphite. Also, companies that hold 10% or more of the global market share for advanced battery materials and report their primary source of revenue as such are also eligible. Alternatively, companies that derive 90% of their revenue from the development and production of electric vehicles can also be included. Index components are weighted by their market-cap, up to a maximum initial weight of 7%. Industry weight to automobiles and components cannot exceed 20% of the total index weight. Prior to October 12,2020, the fund was actively managed and was named Amplify Advanced Battery Metals and Materials ETF.
BATT MSCI ESG Analytics Insight
Amplify Lithium & Battery Technology ETF has an MSCI ESG Fund Rating of A based on a score of 4.86 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. Amplify Lithium & Battery Technology ETF ranks in the 25th percentile within its peer group and in the 17th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
BATT MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
BATT Summary Data
BATT Portfolio Data
BATT Index Data
BATT Portfolio Management
BATT Tax Exposures
BATT Fund Structure
BATT Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of BATT. BATT is rated a 5 out of 5.
BATT Economic Development
BATT Performance Statistics
BATT MSCI ESG Ratings
BATT Benchmark Comparison Summary
BATT Benchmark Comparison Market Cap Size