ESGYAmerican Century Sustainable Growth ETF
ESGY Fund Description
ESGY is an actively managed, nontransparent ETF that selects US large-cap growth stocks based on positive fundamentals and ESG criteria.
ESGY Factset Analytics Insight
ESGY uses a multi-factor model that assigns each security in the Russell 1000 Growth Index a financial score and an ESG score. The two scores are combined on an equal weighted basis to create an overall score. The growth and value factors consider company earnings, cash flow and changes in earnings estimates, price-to-earnings, and price-to-cash flow. The model also takes into consideration price momentum. The portfolio managers utilize internal and third party data to evaluate ESG characteristics. Final scores are evaluated on a sector-specific basis, selecting typically 70-90 stocks that exhibit the strongest scores in their respective sectors. Unlike traditional ETFs, the fund does not disclose its complete holdings daily, and instead publishes a “proxy portfolio” on its website. As such, the fund may trade a higher premiums or discounts especially during periods of increased market volatility. Holdings will be disclosed on a quarterly basis, with a 60-day lag.
ESGY Summary Data
ESGY Portfolio Data
ESGY Index Data
ESGY Portfolio Management
ESGY Tax Exposures
ESGY Fund Structure
ESGY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ESGY. ESGY is rated a N/A out of 5.
ESGY Economic Development
ESGY Performance Statistics
ESGY Benchmark Comparison Summary
ESGY 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.