DEMZ Democratic Large Cap Core ETF
What is DEMZ?
DEMZ tracks an index of US large-cap companies whose employees are highly supportive of Democratic candidates.
DEMZ Factset Analytics Insight
DEMZ tracks an index of roughly 50 stocks, selected from the S&P 500 Index, where the companies and top executives donate 75% of political contributions to Democratic Party candidates and political action committees. A company’s political contributions are those listed in federal regulatory filings and crossed referenced with contribution data obtained from the Federal Election Commission. A financial model is used to create a profile for each of the companies that meet the selection criteria to determine its individual weight in the index. To minimize differences between the underlying index and the S&P 500, no position will be added to the index with a higher than 5% allocation and sector exposure cannot deviate from the S&P 500 +/- 5% at the beginning of each quarter. The index is reconstituted and rebalanced quarterly. Prior to April 14, 2021, the index was named DEMZ Political Contribution Index. Also, prior to March 5, 2021, the fund was named DEMZ Political Contributions ETF.
DEMZ Summary Data
Peers
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DEMZ Portfolio Data
DEMZ Index Data
DEMZ Portfolio Management
DEMZ Tax Exposures
DEMZ Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DEMZ. DEMZ is rated a N/A out of 5.
DEMZ Tradability
DEMZ Sector/Industry Breakdown
Benchmark
DEMZ Top 10 Holdings
DEMZ Performance Statistics
DEMZ Countries
Benchmark
DEMZ Regions
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DEMZ Economic Development
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DEMZ Benchmark Comparison Summary
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DEMZ Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.