RWJ
Oppenheimer S&P SmallCap 600 Revenue ETFRWJ Fund Description
RWJ tracks an index of S&P SmallCap 600 Index stocks that are weighted by revenue.
RWJ Factset Analytics Insight
RWJ is one of a handful of small-cap ETFs that approach the space with a fundamentals-weighted methodology. In this case, the component stocks are simply weighted by top-line revenue rather than market capitalization. The methodology ends up favoring certain industries: consumer stocks and industrials loom large while financials are underweighted. Liquidity in RWJ is limited but workable in retail sizes. While nowhere near the levels of the segment's liquidity leaders, volume is decent and spreads are tight enough for longer term allocations, while block liquidity is strong for larger investors. The fund cut its fee in Oct. 2016 to make it long-term holding costs more competitive.Prior to June 4, 2018 the fund’s underlying index was called OFI Revenue Weighted Small Cap Index.
RWJ MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of May 23, 2019 the Oppenheimer S&P SmallCap 600 Revenue ETF MSCI ESG Fund Quality Score is 3.91 out of 10.
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. RWJ ranks in the 54th percentile within its peer group and in the 19th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
RWJ CHARTS AND PERFORMANCE
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RWJ Top 10 Countries
RWJ Top 10 Sectors
RWJ Top 10 Holdings [View All]
RWJ Summary Data
RWJ Portfolio Data
RWJ Index Data
RWJ Portfolio Management
RWJ Tax Exposures
RWJ Fund Structure
RWJ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RWJ. RWJ is rated a 5 out of 5.
RWJ Tradability
RWJ Sector/Industry Breakdown
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RWJ TOP 10 HOLDINGS[View All]
RWJ Countries
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RWJ Economic Development
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RWJ Performance Statistics
RWJ MSCI ESG Ratings
RWJ BENCHMARK COMPARISON SUMMARY
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RWJ BENCHMARK COMPARISON MARKET CAP SIZE
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.