LOUP
Innovator Loup Frontier Tech ETFLOUP Fund Description
LOUP tracks an index of developed- and emerging-market stocks that are influencing the future of technology. Holdings are selected by fundamental criteria and equally weighted in two tiers.
LOUP Factset Analytics Insight
LOUP holds stocks that are involved in new technologies, including: artificial intelligence, consumer perception, robotics, autonomous vehicles, virtual reality, and mixed/augmented reality. To be included in the index, companies must generate half of their revenues from one of these areas or exhibit significant revenue or expenditure growth in one of the areas. Notably, the fund excludes companies over $250B in market cap, avoiding the mega-cap tech giants that might otherwise dominate the portfolio. Eligible stocks are scored on revenue growth, EPS, free cash flow, and quarterly revenue acceleration. LOUP selects the 30 highest-scoring companies, but no more than 10 within any one sub-theme. Holdings are equally weighted within two tiers, the top five components get 50% more weight per stock, reflecting the higher conviction in these firms. The index is rebalanced and reconstituted quarterly.
LOUP MSCI ESG Analytics Insight
Innovator Loup Frontier Tech ETF has an MSCI ESG Fund Rating of BB based on a score of 4.66 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. Innovator Loup Frontier Tech ETF ranks in the 22nd percentile within its peer group and in the 16th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
LOUP 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.
LOUP Summary Data
LOUP Portfolio Data
LOUP Index Data
LOUP Portfolio Management
LOUP Tax Exposures
LOUP Fund Structure
LOUP Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of LOUP. LOUP is rated a 4 out of 5.
LOUP Tradability
LOUP Sector/Industry Breakdown
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LOUP Top 10 Holdings[View All]
LOUP Countries
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LOUP Regions
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LOUP Economic Development
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LOUP Performance Statistics
LOUP MSCI ESG Ratings
LOUP Benchmark Comparison Summary
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LOUP Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.