MIDEXtrackers S&P MidCap 400 ESG ETF
MIDE Fund Description
MIDE tracks a market-cap-weighted index of US midcap companies with favorable ESG ratings.
MIDE Factset Analytics Insight
MIDE adds an ESG layer to the S&P Midcap 400. It seeks to capture US midcaps with high ESG scores within each GICS sector, while maintaining the sector weights of the S&P 400. MIDE screens out companies involved in tobacco, controversial weapons and thermal coal. Companies are also excluded if they fall in the bottom 5% of the United Nations Global Compact (“UNGC”) score ranking or in the bottom 25% of ESG scores within each GICS sector as rated by SAM. Inclusion of constituents flagged for risks involving controversial issues is subject for review by the Index Committee. The index is market-cap-weighted and rebalances on an annual basis.
MIDE MSCI ESG Analytics Insight
Xtrackers S&P MidCap 400 ESG ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.35 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. Xtrackers S&P MidCap 400 ESG ETF ranks in the 32nd percentile within its peer group and in the 51st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
MIDE 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.
MIDE Summary Data
MIDE Portfolio Data
MIDE Index Data
MIDE Portfolio Management
MIDE Tax Exposures
MIDE Fund Structure
MIDE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of MIDE. MIDE is rated a 4 out of 5.
MIDE Sector/Industry Breakdown
MIDE Top 10 Holdings[View All]
MIDE Economic Development
MIDE Performance Statistics
MIDE MSCI ESG Ratings
MIDE Benchmark Comparison Summary
MIDE Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.