EASIAmplify EASI Tactical Growth ETF
EASI Fund Description
EASI tracks an index that tactically allocates assets to either 100% stocks or 100% fixed income ETFs depending according to equity price momentum. All securities are U.S.-listed and the fixed income portfolio invests in investment grade debt.
EASI Factset Analytics Insight
EASI tracks an index that follows an all-in or all-out investment ideology. At any point in time, the index invests entirely in U.S. equity or entirely in U.S. investment grade fixed income. Price momentum of the equity portfolio determines if the fund will invest in the equity or fixed income portfolios. This momentum signal measures the monthly price changes of the equity component and compares the change to the trailing 12 month average. If the moving average indicates an up-trend, the index invests exclusively in equities. If the signal indicates a down-trend, the index switches to fixed income. This process occurs monthly. The equity portfolio generally consists of 33-55 equally weighted U.S. companies, selected by fundamental and technical analysis. The fixed income portfolio invests in four exchange traded funds with pre-determined and static weights (35% in MINT, 35% in BSV, 15% in AGG, and 15% in BIV). EASI does not come cheap, but charges a comparable fee to other tactical asset allocation funds.
EASI MSCI ESG Analytics Insight
Amplify EASI Tactical Growth ETF has an MSCI ESG Fund Rating of B based on a score of 2.35 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 EASI Tactical Growth ETF ranks in the 4th percentile within its peer group and in the 1st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EASI Charts And Performance
EASI Summary Data
EASI Portfolio Data
EASI Index Data
EASI Fund Structure
EASI Tax Exposures
EASI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EASI. EASI is rated a 4 out of 5.