JOYYInfusive Compounding Global Equities ETF
JOYY Fund Description
JOYY seeks long-term capital appreciation by tracking a market-cap weighted index of consumption-related global companies.
JOYY Factset Analytics Insight
JOYY is passively managed to provide exposure to liquid, global companies of all capitalizations selected for maintaining historically a high level of sales growth and profitability relative to their GICS subindustry peers. The underlying index is constructed from the MSCI ACWI Investable Market Index. Systematic filters are applied to identify companies from the consumer staples, consumer discretionary, information technology and communication services sectors (based on GICS) that meet minimum size and liquidity requirements. The index is further narrowed using fundamental filters to select companies MSCI defines as a Consumer Alpha company. Consumer Alpha referring to those companies that provide products or services that elicit joy and make the consumer happy, which creates inelastic and consistent demand, pricing power and steady profit growth. It is this Consumer Alpha that the Advisor feels differentiates the fund from other consumer sector funds. The underlying index typically includes 85 securities weighted by market cap and rebalanced quarterly.
JOYY Summary Data
JOYY Portfolio Data
JOYY Index Data
JOYY Portfolio Management
JOYY Tax Exposures
JOYY Fund Structure
JOYY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of JOYY. JOYY is rated a 4 out of 5.
JOYY Sector/Industry Breakdown
JOYY Economic Development
JOYY Performance Statistics
JOYY Benchmark Comparison Summary
JOYY Benchmark Comparison Market Cap Size