KOINCapital Link Global Fintech Leaders ETF
KOIN Fund Description
KOIN tracks an equal-weighted index that uses a proprietary model in selecting stocks globally as “fintech leaders”.
KOIN Factset Analytics Insight
KOIN begins its portfolio construction by screening companies from developed and emerging markets using an NLP algorithm. Then, stocks are grouped into two “stakeholder” categories: Digital Asset Providers (companies that use technology to increase operational sciences, optimize settlement processes, enhance the customer experience, increase data security/integrity and create digital assets) or Solutions Providers (companies that assist in the adoption and implementation of the latest technologies and applications). Index components are selected based on their proprietary sentiment score rankings. Additionally, they are capped in order to limit overconcentration to a certain category and weighted equally. Prior to April 6, 2021, the fund was known as Capital Link NextGen Protocol ETF and tracked the ATFI Global NextGen Fintech Index. It also previously had exposure focused on the blockchain theme.
KOIN MSCI ESG Analytics Insight
Capital Link Global Fintech Leaders ETF has an MSCI ESG Fund Rating of AA based on a score of 7.73 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. Capital Link Global Fintech Leaders ETF ranks in the 87th percentile within its peer group and in the 93th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
KOIN 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.
KOIN Summary Data
KOIN Portfolio Data
KOIN Index Data
KOIN Portfolio Management
KOIN Tax Exposures
KOIN Fund Structure
KOIN Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of KOIN. KOIN is rated a 4 out of 5.
KOIN Economic Development
KOIN Performance Statistics
KOIN MSCI ESG Ratings
KOIN Benchmark Comparison Summary
KOIN Benchmark Comparison Market Cap Size