REGLProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL Fund Description
REGL tracks an equal-weighted index of midcap companies that have increased their dividends for at least 15-consecutive years.
REGL Factset Analytics Insight
REGL competes in a crowded segment, but the fund separates itself in a number of ways from its midcap peers. For starters, it's a dividend-focused fund that only holds companies that have increased their dividends for 15 years or more. REGL's stringent requirements limit it to just a few dozen securities, leading to a concentrated portfolio. It aims for a minimum of 40 securities, shortening dividend growth histories if required count is not met, and capping each sector to only 30% of the Index weight. Finally, the fund equal-weights its holdings, meaning it tilts smaller than most midcap ETFs. The Index is reweighted quarterly with an annual reconstitution.
REGL MSCI ESG Analytics Insight
ProShares S&P MidCap 400 Dividend Aristocrats ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.23 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. ProShares S&P MidCap 400 Dividend Aristocrats ETF ranks in the 30th percentile within its peer group and in the 39th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
REGL 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.
REGL Summary Data
REGL Portfolio Data
REGL Index Data
REGL Portfolio Management
REGL Tax Exposures
REGL Fund Structure
REGL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of REGL. REGL is rated a 5 out of 5.
REGL Sector/Industry Breakdown
REGL Top 10 Holdings[View All]
REGL Economic Development
REGL Performance Statistics
REGL MSCI ESG Ratings
REGL Benchmark Comparison Summary
REGL Benchmark Comparison Market Cap Size