ENTR
ERShares Entrepreneurs ETFENTR Fund Description
ENTR is an actively-managed fund that seeks to invest in US-listed entrepreneurial firms. The fund adviser uses a proprietary machine learning model to evaluate securities.
ENTR Factset Analytics Insight
ENTR holds a portfolio of primarily large-cap US-listed equities that reflects the highest conviction of the fund adviser’s proprietary “entrepreneur factor” model. The model, which integrates machine learning, intends to target innovation-seeking and solution-oriented companies that are typically involved in thematic industries such as robotics & AI, cloud computing, genomics, digital economy, nanotechnology, renewable energy, space exploration, 3D printing, etc. To build the portfolio, ENTR applies both bottom-up and top-down investment approaches, while actively integrating ESG considerations. Although the fund primarily targets US large-cap companies, it may include some midcaps and may hold depositary receipts of companies domiciled in developed or emerging markets. Prior to February 5, 2021, ENTR traded as ERShares Entrepreneur 30 ETF. On April 1, 2021, the fund began to pursue an active investment strategy. It previously tracked the Entrepreneur 30 Index.
ENTR MSCI ESG Analytics Insight
ERShares Entrepreneurs ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.63 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. ERShares Entrepreneurs ETF ranks in the 23th percentile within its peer group and in the 4th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ENTR 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.
ENTR Summary Data
ENTR Portfolio Data
ENTR Index Data
ENTR Portfolio Management
ENTR Tax Exposures
ENTR Fund Structure
ENTR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ENTR. ENTR is rated a 5 out of 5.
ENTR Tradability
ENTR Top 10 Holdings[View All]
ENTR Countries
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ENTR Regions
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ENTR Economic Development
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ENTR Performance Statistics
ENTR MSCI ESG Ratings
ENTR Benchmark Comparison Summary
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ENTR 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.