EMCA Emerge EMPWR Sustainable Dividend Equity ETF

*Unless otherwise stated, data provided by FactSet.

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.

PERFORMANCE [as of 09/26/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EMCA -- -- -- -- -- -- --
EMCA (NAV) -- -- -- -- -- -- --
No Underlying Index -- -- -- -- -- -- --
MSCI USA IMI High Yield Dividend Index -8.46% -6.29% -14.36% -8.33% 4.17% 6.35% 10.10%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EMCA Summary Data

Emerge
09/08/22
Open-Ended Fund
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$426.25
0.43%
N/A

EMCA Portfolio Data

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N/A
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EMCA Index Data

No Underlying Index
Proprietary
Proprietary
MSCI USA IMI High Yield Dividend Index

EMCA Portfolio Management

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EMCA Tax Exposures

20.00% / 39.60%
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N/A
No

EMCA Fund Structure

Open-Ended Fund
No
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N/A
N/A
Low
Daily

EMCA Factset Analytics Block Liquidity

As of 09/27/22
5
4
3
2
1

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 Tradability

19
$426.25
0
0
0.43%
$0.11
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None
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N/A

EMCA Performance Statistics

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MSCI USA IMI High Yield Dividend Index

EMCA Benchmark Comparison Holdings

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EMCA Benchmark Comparison Summary


EMCA
Segment Benchmark
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EMCA Benchmark Comparison Market Cap Size


EMCA
Segment Benchmark
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Options Strategies for Outcome Investing

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