LIVEmles @ Home ETF
LIV Fund Description
LIV tracks an index of US stocks and ADRs of companies that focus on supporting an at-home-oriented lifestyle, selected and weighted for strong fundamentals.
LIV Factset Analytics Insight
LIV invests in firms that offer products or provide services related to at-home lifestyle. The following can be considered as supporting an at-home-oriented lifestyle: at-home work productivity, e-commerce, home health and fitness, home security, home entertainment, internet, cable, streaming, gaming, home supplies and goods, and digital lifestyle and social media. The index selects securities with the most exposure to and are most likely to benefit from increased home activity, using fundamental measures. Stocks are scored and weighted based on revenue exposure, future earnings and revenue leverage (measured by Net Debt to the forward projected Adjusted EBITDA), and future balance sheet health. In addition, certain constraints are in place to ensure diversification: each security is cap at 7% (but not less than 2%) of the entire portfolio value, only two securities can have a market capitalization greater than USD 1 Trillion, issuers with greater than USD 750 Billion are capped at 4%. The Index is rebalanced on a quarterly basis.
LIV MSCI ESG Analytics Insight
Emles @ Home ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.53 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. Emles @ Home ETF ranks in the 35th percentile within its peer group and in the 21st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
LIV 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.
LIV Summary Data
LIV Portfolio Data
LIV Index Data
LIV Portfolio Management
LIV Tax Exposures
LIV Fund Structure
LIV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of LIV. LIV is rated a 4 out of 5.
LIV Economic Development
LIV Performance Statistics
LIV MSCI ESG Ratings
LIV Benchmark Comparison Summary
LIV Benchmark Comparison Market Cap Size