LCTU

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

LCTU Fund Description

LCTU is an actively-managed portfolio of large- and midcap US firms in the Russell 1000 Index that are selected and weighted with a preference for lower carbon emissions.

LCTU Factset Analytics Insight

LCTU gears towards low-carbon economy while trying to outperform its benchmark, the Russell 1000 Index — a broad equity index of the 1,000 largest US firms. To select securities from the Russell 1000, the fund uses proprietary scoring criteria to assess the readiness of companies for a low-carbon economy transition, relative to their industry peers. The ‘transition readiness’ score includes five segments: Fossil Fuels, Clean Technology, Energy Management, Waste Management and Water Management. LCTU overweights high-scoring firms while mitigating risk. In addition to this strategy, firms may also be evaluated for good governance. Despite the low-carbon footprint bias, the fund adviser may still opt to invest in Russell 1000 securities that could be considered outside of green economy investing.

LCTU 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.

PERFORMANCE [as of 06/23/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
LCTU 2.50% -- -- -- -- -- --
LCTU (NAV) 2.39% -- -- -- -- -- --
Russell 1000 2.51% 8.76% 13.49% 39.93% 18.10% 17.53% 15.10%
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

LCTU Summary Data

Blackrock
BlackRock
04/06/21
Open-Ended Fund
0.15%
$1.38B
$1.09M
0.10%

LCTU Portfolio Data

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LCTU Index Data

Russell 1000
Proprietary
Proprietary
N/A

LCTU Portfolio Management

0.15%
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LCTU Tax Exposures

20.00% / 39.60%
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Qualified dividends
No

LCTU Fund Structure

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

LCTU Factset Analytics Block Liquidity

As of 06/24/21
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of LCTU. LCTU is rated a N/A out of 5.

LCTU Tradability

22,772
$1.09M
7,824
$366.80K
0.10%
$0.05
0.02%
0.17% / -0.10%
N/A
--
25,000
0.31
--
0.01%
0
$48.86
N/A

LCTU Top 10 Holdings[View All]

Apple Inc. 5.04%
Tesla Inc 1.25%
23.72%

LCTU Performance Statistics

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0.00%
N/A

LCTU Benchmark Comparison Holdings

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LCTU Benchmark Comparison Summary


LCTU
Segment Benchmark
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LCTU Benchmark Comparison Market Cap Size


LCTU
Segment Benchmark
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Options Strategies for Outcome Investing

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