MFMS
MFAM Small-Cap Growth ETFMFMS Fund Description
MFMS is an actively-managed portfolio of small-cap growth stocks. The fund seeks long-term capital appreciation.
MFMS Factset Analytics Insight
MFMS follows a bottom-up, actively-managed style-box strategy. Using the Russell 2000 as a guide for stock selection (but not as a performance benchmark), the fund’s manager looks for companies with strong market positions, manageable leverage, and robust free cash flow. The research process considers management, culture, and incentives, economics of the business, competitive advantage, and durability of competitive advantage. The fund is fully invested at all times and does not try to time the market. MFMS general holds at least 30 securities, and exposure to any one industry is capped at 25%.
MFMS MSCI ESG Analytics Insight
MFAM Small-Cap Growth ETF has an MSCI ESG Fund Rating of A based on a score of 6.21 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. MFAM Small-Cap Growth ETF ranks in the 46th percentile within its peer group and in the 69th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
MFMS 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.
MFMS Summary Data
MFMS Portfolio Data
MFMS Index Data
MFMS Portfolio Management
MFMS Tax Exposures
MFMS Fund Structure
MFMS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of MFMS. MFMS is rated a 4 out of 5.
MFMS Tradability
MFMS Sector/Industry Breakdown
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MFMS Top 10 Holdings[View All]
MFMS Countries
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MFMS Regions
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MFMS Economic Development
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MFMS Performance Statistics
MFMS MSCI ESG Ratings
MFMS Benchmark Comparison Summary
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MFMS Benchmark Comparison Market Cap Size
MFMS
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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.