LCTUBlackRock U.S. Carbon Transition Readiness ETF
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 ESG Analytics Insight
BlackRock U.S. Carbon Transition Readiness ETF has an MSCI ESG Fund Rating of A based on a score of 6.14 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 U.S. Carbon Transition Readiness ETF ranks in the 46th percentile within its peer group and in the 39th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
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.
LCTU Summary Data
LCTU Portfolio Data
LCTU Index Data
LCTU Portfolio Management
LCTU Tax Exposures
LCTU Fund Structure
LCTU Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of LCTU. LCTU is rated a 5 out of 5.
LCTU Economic Development
LCTU Performance Statistics
LCTU MSCI ESG Ratings
LCTU Benchmark Comparison Summary
LCTU Benchmark Comparison Market Cap Size
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.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.