LRNZTrueShares Technology, AI & Deep Learning ETF
LRNZ Fund Description
LRNZ is actively managed and invests in global equities focused on artificial intelligence and deep learning.
LRNZ Factset Analytics Insight
LRNZ is one of TrueMark’s first ETFs. The fund is an actively managed, concentrated portfolio of global stocks focused on the development and utilization of artificial intelligence, machine learning, or other deep learning technologies. The fund will hold 20-30 mostly large cap stocks that derive at least half of their revenue, or determined to have a competitive advantage, in such technologies. Stocks are classified as either secular growth, a cyclical growth business or IPO. The fund advisor selects the portfolio based on individual value and growth prospects. Secular growth stocks are expected to have the greatest number of holdings, to which the advisor anticipates utilizing a buy-and-hold strategy. Cyclical growth businesses are screened using fundamental analysis, to potentially buy shares at the bottom of a cycle and sell at the peak. Positions in selected IPOs are built over four to six months following the IPO. LRNZ caps industry exposure at 25%. On May 18, 2020 the fund changed its name to TrueShares.
LRNZ MSCI ESG Analytics Insight
TrueShares Technology, AI & Deep Learning ETF has an MSCI ESG Fund Rating of A based on a score of 6.25 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. TrueShares Technology, AI & Deep Learning ETF ranks in the 54th percentile within its peer group and in the 64th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
LRNZ 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.
LRNZ Summary Data
LRNZ Portfolio Data
LRNZ Index Data
LRNZ Portfolio Management
LRNZ Tax Exposures
LRNZ Fund Structure
LRNZ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of LRNZ. LRNZ is rated a 4 out of 5.
LRNZ Economic Development
LRNZ Performance Statistics
LRNZ MSCI ESG Ratings
LRNZ Benchmark Comparison Summary
LRNZ Benchmark Comparison Market Cap Size