FFTYInnovator IBD 50 ETF
FFTY Fund Description
FFTY tracks an index of 50 US-listed stocks with aggressive growth characteristics. Holdings are selected based on fundamental and technical rankings. The fund can toggle to 50% T-bills based on market technical signals.
FFTY Factset Analytics Insight
FFTY picks 50 leading growth companies that trade on US exchanges, potentially including ADRs. After screening out securities with extreme recent price movements, the universe is ranked by a composite of 11 different fundamental and technical metrics. The top 50 stocks are weighted in tiers, with more weight given to higher-ranking companies. Components of the index are reviewed on a weekly basis. Based on market-wide technical signals, FFTY may substitute half of its equity portfolio with Treasury bills. The index will remain half equity, half T-bills until a reversal signal occurs. It’s worth noting that the fund’s high-turnover strategy could lead to poor tracking and/or taxable capital gains payouts.
FFTY MSCI ESG Analytics Insight
Innovator IBD 50 ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.23 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. Innovator IBD 50 ETF ranks in the 29th percentile within its peer group and in the 7th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FFTY 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.
FFTY Summary Data
FFTY Portfolio Data
FFTY Index Data
FFTY Portfolio Management
FFTY Tax Exposures
FFTY Fund Structure
FFTY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FFTY. FFTY is rated a 5 out of 5.
FFTY Sector/Industry Breakdown
FFTY Top 10 Holdings[View All]
FFTY Economic Development
FFTY Performance Statistics
FFTY MSCI ESG Ratings
FFTY Benchmark Comparison Summary
FFTY Benchmark Comparison Market Cap Size