LCTD

BlackRock World ex U.S. Carbon Transition Readiness ETF
*Unless otherwise stated, data provided by FactSet.

LCTD Fund Description

LCTD is an actively managed fund that targets companies in developed markets outside of the US that are considered to be equipped for a low-carbon economy transition.

LCTD Factset Analytics Insight

LCTD is an actively managed fund that focuses on companies that are equipped to adapt to a low carbon economy while exhibiting good governance characteristics. The fund seeks to outperform its benchmark, the MSCI World ex USA Index, which includes large- and midcap stocks from a wide range of developed markets companies outside the US. Eligible securities are then weighted according to their low carbon economy transition readiness (LCETR) scores based on a proprietary BFA research across five pillars including fossil fuels, clean technology, energy management, waste and water management which measure companies' effectuality in managing carbon emissions. The issuers with the highest LCETR scores are given maximum exposure while risks are minimized. BFA also assesses companies by using good governance criteria which concerns its sound management structures, employee relations, remuneration of staff and tax compliance. Contrarily, LCTD’s sibling fund LCTU provides US exposure.

LCTD MSCI ESG Analytics Insight

BlackRock World ex U.S. Carbon Transition Readiness ETF has an MSCI ESG Fund Rating of AA based on a score of 8.48 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. BlackRock World ex U.S. Carbon Transition Readiness ETF ranks in the 92nd percentile within its peer group and in the 86th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PERFORMANCE [as of 10/20/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
LCTD 0.00% 3.72% -- -- -- -- --
LCTD (NAV) 2.45% 3.39% -- -- -- -- --
No Underlying Index -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

LCTD Summary Data

Blackrock
BlackRock
04/08/21
Open-Ended Fund
0.20%
$591.50M
$264.26K
0.13%

LCTD Portfolio Data

$79.15B
19.81
1.93
--
N/A
356

LCTD Index Data

No Underlying Index
Proprietary
Proprietary
N/A

LCTD Portfolio Management

0.20%
--
--
--

LCTD Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

LCTD Fund Structure

Open-Ended Fund
No
--
-- / --
N/A
N/A
Low
Daily

LCTD Factset Analytics Block Liquidity

As of 10/21/21
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of LCTD. LCTD is rated a 4 out of 5.

LCTD Tradability

5,484
$264.26K
714
$33.84K
0.13%
$0.06
0.15%
0.78% / -0.41%
None
28.00%
75,000
0.01
0.21%
0.03%
0
$48.57
4

LCTD Top 10 Holdings[View All]

1.77%
1.77%
1.73%
1.55%
1.49%
1.44%
1.32%
1.21%
1.17%
1.11%
14.58%

LCTD Countries


LCTD
Segment Benchmark
21.11%
--
12.79%
--
9.42%
--
9.22%
--
8.24%
--
7.65%
--
6.24%
--
4.48%
--
3.93%
--
3.10%
--

LCTD Regions


LCTD
Segment Benchmark
58.03%
--
30.68%
--
10.89%
--
0.39%
--

LCTD Economic Development


LCTD
Segment Benchmark
100.00%
--

LCTD Performance Statistics

--
--
--
--
0.00%
N/A

LCTD MSCI ESG Ratings

8.48 / 10
85.51
91.93
10.50%
--
123.45

LCTD Benchmark Comparison Holdings

356
--
--
0.00%

LCTD Benchmark Comparison Summary


LCTD
Segment Benchmark
356
--
$79.15B
--
19.81
--
1.93
--
2.27%
--
Low
High

LCTD Benchmark Comparison Market Cap Size


LCTD
Segment Benchmark
81.82%
--
18.18%
--
0.00%
--
0.00%
--

Options Strategies for Outcome Investing

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.