GENY Principal Millennial Global Growth ETF
What is GENY?
GENY actively invests in global growth 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 is actively managed and aims to provide exposure to growth companies around the world that are determined to have significant economic exposure to the spending habits of Millennials, which are those born between 1980 and the mid-2000s. The fund manager uses a proprietary quantitative model designed to identify and select equity securities with medium or high Millennial exposure, based on the materiality of the company's exposure to Millennial-related themes and the potential role of Millennials in driving long-term growth. Some segments with the most Millennial exposure are likely to be included but may change as the Millennial generation ages. Stocks may be of any market capitalization. Up to 40% of the fund’s assets may be in foreign and emerging market securities. The fund is non-diversified and is rebalanced annually. Prior to July 15, 2022, the fund tracked an index with similar exposure.
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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
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GENY Benchmark Comparison Market Cap Size