OLDThe Long-Term Care ETF
OLD Fund Description
OLD tracks a market-cap-weighted index of global companies focused on senior living facilities/housing, nursing services, hospitals for the elderly, biotech for age-related illnesses, or related products/services.
OLD Factset Analytics Insight
OLD is a thematic play on the long-term care services and products required by an aging population. The fund has heavy exposure to REITs, primarily those focused on senior housing. While we've classified it as a real estate ETF, OLD is not limited to that sector, and the fund may also hold companies that provide goods and services to these facilities. OLD holds all eligible securities that meet its basic size and liquidity screens, and weights its holdings by market cap. While the fund also has broad geographic scope, US firms will likely dominate the basket.
OLD MSCI ESG Analytics Insight
The Long-Term Care ETF has an MSCI ESG Fund Rating of AA based on a score of 8.40 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. The Long-Term Care ETF ranks in the 95th percentile within its peer group and in the 100th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
OLD 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.
OLD Summary Data
OLD Portfolio Data
OLD Index Data
OLD Portfolio Management
OLD Tax Exposures
OLD Fund Structure
OLD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of OLD. OLD is rated a 4 out of 5.
OLD Economic Development
OLD Performance Statistics
OLD MSCI ESG Ratings
OLD Benchmark Comparison Summary
OLD Benchmark Comparison Market Cap Size