EMCA Emerge EMPWR Sustainable Dividend Equity ETF
EMCA Fund Description
EMCA is actively managed to invest in high dividend-paying US stocks that meet certain environmental, social, and governance criteria.
EMCA Factset Analytics Insight
EMCA actively invests in dividend-paying US stocks, including ADRs, that meet the issuer's defined ESG criteria. ESG standards are based on a proprietary framework that uses research, ratings, and analytics from independent third-party data providers that screens stocks based on the issuer’s requirements. The fund may use publicly available data to analyze unrated companies. Applying the sub-adviser CAIM's bottom-up research process, the fund leans towards undervalued companies with perceived favorable balance sheets and above-average levels of cash flow per share that pay dividends and demonstrate an ability to increase dividends over time. While the fund focuses on large-cap stocks, it may still hold securities of any capitalization. The fund screens out companies involved in controversial issues and weighs governance-related risks. The portfolio managers have full discretion to make buy, sell, or hold decisions at any time.
EMCA Summary Data
EMCA Portfolio Data
EMCA Index Data
EMCA Portfolio Management
EMCA Tax Exposures
EMCA Fund Structure
EMCA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EMCA. EMCA is rated a N/A out of 5.
EMCA Performance Statistics
EMCA Benchmark Comparison Summary
EMCA Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.