KLCDKFA Large Cap Quality Dividend Index ETF
KLCD Fund Description
KLCD tracks a dividend-selected, equally-weighted index of large-cap US equities.
KLCD Factset Analytics Insight
KLCD takes the approach of including large-cap stocks with increasing dividends and positive momentum. To be eligible for inclusion in the fund, component securities of the Russell 1000 Index are considered during an annual review process. Stock must have had no decrease in quarter-to-quarter dividends per share and have increased dividend payments over a period of ten years, which the issuer defines as dividend quality. On a quarterly basis, stocks with the highest 6- and 12-month risk-adjusted price momentum are included in the underlying index. Stocks with decreasing quarter-to-quarter dividends are removed. Remaining securities are equally weighted within the portfolio. Sibling fund KSCD focuses on the small-cap space.
KLCD MSCI ESG Analytics Insight
KFA Large Cap Quality Dividend Index ETF has an MSCI ESG Fund Rating of A based on a score of 6.76 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. KFA Large Cap Quality Dividend Index ETF ranks in the 62nd percentile within its peer group and in the 71st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
KLCD 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.
KLCD Summary Data
KLCD Portfolio Data
KLCD Index Data
KLCD Portfolio Management
KLCD Tax Exposures
KLCD Fund Structure
KLCD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of KLCD. KLCD is rated a 5 out of 5.
KLCD Sector/Industry Breakdown
KLCD Economic Development
KLCD Performance Statistics
KLCD MSCI ESG Ratings
KLCD Benchmark Comparison Summary
KLCD Benchmark Comparison Market Cap Size