RESPWisdomTree U.S. ESG Fund
RESP Fund Description
RESP is actively managed to select US stocks that are screened based on fundamental and technical factors, and ESG characteristics.
RESP Factset Analytics Insight
RESP is an actively-managed portfolio of US stocks, identified based on factors such as value, quality, momentum and correlation, along with ESG characteristics. Selected securities are more heavily weighted in stocks with higher market cap and sustainability score (a composite score of company’s ESG impact plus their potential controversies exposure). The fund is generally rebalanced every quarter, but can be more frequently if deemed necessary. Note: Prior to March 16, 2020, the fund is an earnings-focused ETF with fund name WisdomTree U.S. Total Market Fund, traded under the ticker EXT and tracked WisdomTree U.S. Total Market Index.
RESP MSCI ESG Analytics Insight
WisdomTree U.S. ESG Fund has an MSCI ESG Fund Rating of A based on a score of 6.54 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. WisdomTree U.S. ESG Fund ranks in the 63th percentile within its peer group and in the 78th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
RESP 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.
RESP Summary Data
RESP Portfolio Data
RESP Index Data
RESP Portfolio Management
RESP Tax Exposures
RESP Fund Structure
RESP Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RESP. RESP is rated a 5 out of 5.
RESP Sector/Industry Breakdown
RESP Economic Development
RESP Performance Statistics
RESP MSCI ESG Ratings
RESP Benchmark Comparison Summary
RESP Benchmark Comparison Market Cap Size