MFMSMFAM Small-Cap Growth ETF
MFMS 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 5.75 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 43th percentile within its peer group and in the 75th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
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 5 out of 5.
MFMS Sector/Industry Breakdown
MFMS Economic Development
MFMS Performance Statistics
MFMS MSCI ESG Ratings
MFMS Benchmark Comparison Summary
MFMS Benchmark Comparison Market Cap Size