EKARCapital Link Global Green Energy Transport and Technology Leaders ETF
EKAR Fund Description
EKAR tracks an equally-weighted index that uses a proprietary methodology to select global stocks involved in the investment, development, or use of new energy and autonomously driven vehicles, battery technology, renewable energy, and energy storage.
EKAR Factset Analytics Insight
EKAR identifies global companies involved with new energy and autonomously driven vehicles, battery technology, renewable energy, and energy storage using a natural language processing (NLP) algorithm to scan large volumes of textual data, media platforms, and databases. Stocks are sorted into one of five categories: battery producers, original equipment manufacturers, suppliers, semiconductor and software companies, and renewable energy producers. The fund uses a proprietary ranking methodology to select firms within each category. Holdings are weighted equally and rebalanced semi-annually. The fund tracked the Innovation Labs Next Generation Vehicles Index under the name Ideanomics NextGen Vehicles & Technology ETF until November 6, 2020. Prior to April 6, 2021, the fund and index names were Capital Link NextGen Vehicles & Technology ETF and ATFI NextGen Transport Technology Index, respectively.
EKAR MSCI ESG Analytics Insight
Capital Link Global Green Energy Transport and Technology Leaders ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.91 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. Capital Link Global Green Energy Transport and Technology Leaders ETF ranks in the 39th percentile within its peer group and in the 41st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EKAR 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.
EKAR Summary Data
EKAR Portfolio Data
EKAR Index Data
EKAR Portfolio Management
EKAR Tax Exposures
EKAR Fund Structure
EKAR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EKAR. EKAR is rated a 4 out of 5.
EKAR Economic Development
EKAR Performance Statistics
EKAR MSCI ESG Ratings
EKAR Benchmark Comparison Summary
EKAR Benchmark Comparison Market Cap Size