GSPYGotham Enhanced 500 ETF
GSPY Fund Description
GSPY actively seeks long-term capital appreciation by reweighting the components of the S&P 500 Index based on proprietary fundamental research.
GSPY Factset Analytics Insight
GSPY is not passively managed, but it invests in the components of the S&P 500 Index based on the fund manager’s evaluation of securities being under- or overvalued on both an absolute and relative basis. Each security’s weight in the portfolio is based on fundamental research obtained through company filings or earning releases, such as recurring earnings, cash flows, capital efficiency and valuation. The portfolio is rebalanced daily to weight most heavily the stocks that are priced at the largest discount to the fund manager’s assessment of value. Securities in the index may also be excluded if they do not conform to the valuation methodology or financial reporting requirements.
GSPY MSCI ESG Analytics Insight
Gotham Enhanced 500 ETF has an MSCI ESG Fund Rating of AA based on a score of 7.49 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. Gotham Enhanced 500 ETF ranks in the 62nd percentile within its peer group and in the 47th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
GSPY 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.
GSPY Summary Data
GSPY Portfolio Data
GSPY Index Data
GSPY Portfolio Management
GSPY Tax Exposures
GSPY Fund Structure
GSPY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of GSPY. GSPY is rated a N/A out of 5.
GSPY Sector/Industry Breakdown
GSPY Economic Development
GSPY Performance Statistics
GSPY MSCI ESG Ratings
GSPY Benchmark Comparison Summary
GSPY Benchmark Comparison Market Cap Size