LOWCSPDR MSCI ACWI Low Carbon Target ETF
LOWC Fund Description
LOWC tracks an index of stocks from global firms selected for lower carbon emissions.
LOWC Factset Analytics Insight
LOWC wants to do good for the planet while maintaining marketlike returns by tracking an index of large- and midcap stocks from both established and emerging markets. The fund selects stocks with a tilt toward a smaller carbon footprint, as measured by lower greenhouse gas and carbon emissions, relative to sales and market cap, respectively. The fund uses MSCI ESG CarbonMetrics data to determine these factors based on annual reports, corporate social responsibility reports, the Carbon Disclosure Project, oil and gas industry bodies, and relevant third-party sources. Absent these sources, data are estimated using a proprietary model. The index is reviewed semi-annually.
LOWC MSCI ESG Analytics Insight
SPDR MSCI ACWI Low Carbon Target ETF has an MSCI ESG Fund Rating of A based on a score of 6.32 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. SPDR MSCI ACWI Low Carbon Target ETF ranks in the 56th percentile within its peer group and in the 31st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
LOWC 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.
LOWC Summary Data
LOWC Portfolio Data
LOWC Index Data
LOWC Portfolio Management
LOWC Tax Exposures
LOWC Fund Structure
LOWC Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of LOWC. LOWC is rated a 4 out of 5.
LOWC Economic Development
LOWC Performance Statistics
LOWC MSCI ESG Ratings
LOWC Benchmark Comparison Summary
LOWC Benchmark Comparison Market Cap Size