ITEQ
BlueStar Israel Technology ETFITEQ Fund Description
ITEQ tracks an index composed of Israeli technology companies listed globally.
ITEQ Factset Analytics Insight
ITEQ offers broadly defined exposure to Israeli technology companies—it’s the second fund tracking a BlueStar Index. Index components aren’t determined simply by where the companies’ headquarters are, but instead by a loose mix of factors. The basic requirement is one of the following: at least 20% of the company’s employees located in Israel, 20% of long-lived assets located in Israel, or have a major R&D center in Israel. Other considerations include tax status, incorporation, or management domiciled within Israel. The fund approaches its sector focus with similar breadth, including companies categorized as health care, biotech, life sciences, aerospace, clean energy, and agri-tech. Weighting is done by market capitalization. Launched in November 2015, the fund charges a fee that’s largely in line with other tech-focused funds specific to a single country.
ITEQ MSCI ESG Analytics Insight
BlueStar Israel Technology ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.51 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. BlueStar Israel Technology ETF ranks in the 28th percentile within its peer group and in the 18th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ITEQ CHARTS AND PERFORMANCE
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ITEQ Top 10 Countries
ITEQ Top 10 Sectors
ITEQ Top 10 Holdings [View All]
ITEQ Summary Data
ITEQ Portfolio Data
ITEQ Index Data
ITEQ Portfolio Management
ITEQ Tax Exposures
ITEQ Fund Structure
ITEQ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ITEQ. ITEQ is rated a 3 out of 5.
ITEQ Tradability
ITEQ Sector/Industry Breakdown
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ITEQ TOP 10 HOLDINGS[View All]
ITEQ Countries
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ITEQ Regions
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ITEQ Economic Development
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ITEQ Performance Statistics
ITEQ MSCI ESG Ratings
ITEQ BENCHMARK COMPARISON SUMMARY
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ITEQ BENCHMARK COMPARISON MARKET CAP SIZE
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