FFSGFormulaFolios Smart Growth ETF
FFSG Fund Description
FFSG is an actively managed fund of funds. The portfolio allocates between growth-oriented US and international stock ETFs, and can hold US Treasurys to protect against equity.
FFSG Factset Analytics Insight
FFSG focuses on domestic and international growth stocks of various market capitalizations which can includes emerging markets and REITs. The advisor separates the portfolio into two halves. The first half selects growth-oriented equity ETFs with the potential for higher than average returns and risk over the next two years or more, as determined using fundamental research. The first half is rebalanced annually. The second half relies on a blend of technical, economic, and behavioral analysis to determine the overall market trend. If the model indicates a bullish trend, the second half will hold the same equity ETFs as the first. If a bear market is indicated, this half of the portfolio is allocated to short-term US Treasurys. The second half is rebalanced monthly.
FFSG MSCI ESG Analytics Insight
FormulaFolios Smart Growth ETF has an MSCI ESG Fund Rating of A based on a score of 6.01 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. FormulaFolios Smart Growth ETF ranks in the 41st percentile within its peer group and in the 31st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FFSG Summary Data
FFSG Portfolio Data
FFSG Index Data
FFSG Portfolio Management
FFSG Tax Exposures
FFSG Fund Structure
FFSG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FFSG. FFSG is rated a 4 out of 5.
FFSG Sector/Industry Breakdown
FFSG Economic Development
FFSG Performance Statistics
FFSG MSCI ESG Ratings
FFSG Benchmark Comparison Summary
FFSG Benchmark Comparison Market Cap Size