HOMZHoya Capital Housing ETF
HOMZ Fund Description
HOMZ tracks a tier-weighted index of 100 equities representing the US residential housing industry.
HOMZ Factset Analytics Insight
HOMZ focuses on the US residential housing segment. Constituents of the fund are selected by screening for stocks with significant business operations in one of the four US Housing Industry business segments: 1) home ownership and rental operations, 2) home building and construction, 3) home improvement and furnishings, and 4) home financing, technology & services. The top 100 qualifying companies are included in the fund’s portfolio. Each of the four segments is weighted based on the proportional contribution to the US GDP, with individual stocks weighted equally within their respective segments. The index is reconstituted and rebalanced semi-annually.
HOMZ MSCI ESG Analytics Insight
Hoya Capital Housing ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.94 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. Hoya Capital Housing ETF ranks in the 27th percentile within its peer group and in the 67th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
HOMZ 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.
HOMZ Summary Data
HOMZ Portfolio Data
HOMZ Index Data
HOMZ Portfolio Management
HOMZ Tax Exposures
HOMZ Fund Structure
HOMZ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of HOMZ. HOMZ is rated a 5 out of 5.
HOMZ Top 10 Holdings[View All]
HOMZ Economic Development
HOMZ Performance Statistics
HOMZ MSCI ESG Ratings
HOMZ Benchmark Comparison Summary
HOMZ Benchmark Comparison Market Cap Size