GSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF
GSEW Fund Description
GSEW tracks an equal-weighted index of US large-cap stocks.
GSEW Factset Analytics Insight
GSEW tracks an index that consists of around 500 US large-cap stocks, weighted equally. The promise of equal weighting is rules-based contrarianism, the fund sells winners and buys losers at each monthly rebalance. Equal weighting also boosts the weight of smaller firms within the large-cap space, resulting in slightly higher risk and return over the long run. On the other hand, the fund’s reduced concentration lowers single-name blow-up risk. Unlike some competitors, the fund doesn’t weight its holdings equally by sector. In addition, GSEW’s monthly rebalancing creates opportunities for slippage, be sure to check the fund’s tracking statistics for a picture of real world holding costs. The Index is reconstituted on a semi-annual basis starting each May.
GSEW MSCI ESG Analytics Insight
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF has an MSCI ESG Fund Rating of A based on a score of 7.01 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. Goldman Sachs Equal Weight U.S. Large Cap Equity ETF ranks in the 67th percentile within its peer group and in the 75th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
GSEW 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.
GSEW Summary Data
GSEW Portfolio Data
GSEW Index Data
GSEW Portfolio Management
GSEW Tax Exposures
GSEW Fund Structure
GSEW Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of GSEW. GSEW is rated a 5 out of 5.
GSEW Sector/Industry Breakdown
GSEW Economic Development
GSEW Performance Statistics
GSEW MSCI ESG Ratings
GSEW Benchmark Comparison Summary
GSEW Benchmark Comparison Market Cap Size