GENYPrincipal Millennial Global Growth ETF
GENY Fund Description
GENY tracks a tiered-equal-weight index of global companies with exposure to the spending and lifestyle activities of the Millennial generation - people born between 1980 and the mid-2000s.
GENY Factset Analytics Insight
GENY provides exposure to companies around the world (including emerging markets) that are determined to have significant economic exposure to the Millennial generation's spending habits. Components of the index's global universe are sorted into three buckets (high, medium, and low) based on exposure to Millennials (how this is determined is not clear), with the 'high' bucket receiving 70% weighting and the 'medium' bucket getting the remaining 30%. These buckets are further subdivided —into a total of six— based on market cap and a factor analysis that emphasizes value and quality growth. Holdings are equal-weighted within the sub-buckets, which are rebalanced back to fixed weights annually.
GENY Portfolio Data
GENY Index Data
GENY Portfolio Management
GENY Tax Exposures
GENY Fund Structure
GENY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of GENY. GENY is rated a 4 out of 5.
GENY Sector/Industry Breakdown
GENY Economic Development
GENY Performance Statistics
GENY Benchmark Comparison Summary
GENY Benchmark Comparison Market Cap Size