IPO Renaissance IPO ETF
IPO Fund Description
IPO tracks a market cap-weighted index of recent US-listed IPOs. The fund acquires issues within 90 days or sooner after IPO and sells after 3 years.
IPO Factset Analytics Insight
IPO offers access to the newest publicly traded stocks in an ETF wrapper. It adds a new company to its basket within 90 days of listing and removes a firm after three years of public trading. The largest new entrants can be included a week after their IPO date. The resulting portfolio complements the overall equity market, as its weighted average market cap will ordinarily be far smaller, and its constituents may not be included in major indexes for a few months. The small number of eligible securities can make for a concentrated portfolio. Index constituents have a 10% issuer cap and are reviewed quarterly. Post-IPO liquidity can be a challenge for market makers looking to create new shares, so keep a sharp eye on trading spreads.
IPO Summary Data
IPO Portfolio Data
IPO Index Data
IPO Portfolio Management
IPO Tax Exposures
IPO Fund Structure
IPO Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IPO. IPO is rated a 5 out of 5.
IPO Tradability
IPO Sector/Industry Breakdown
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IPO Top 10 Holdings[View All]
IPO Countries
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IPO Regions
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IPO Economic Development
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IPO Performance Statistics
IPO Benchmark Comparison Summary
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IPO Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.