SAEF Schwab Ariel ESG ETF
SAEF Fund Description
SAEF is an actively-managed, non-transparent ETF that holds a portfolio of small- and mid-cap US firms screened for ESG criteria. The fund utilizes the Natixis/NYSE non-transparent model.
SAEF Factset Analytics Insight
SAEF is the first active ETF and first ESG offering from Schwab. The fund uses the proprietary ESG research of its sub-adviser to build a portfolio of small- and mid-cap US stocks. The sub-adviser initially considers company valuation and screens for fundamental characteristics that enable capital appreciation. A proprietary risk-rating based on various ESG criteria is then assigned to each prospective holding. The sub-adviser screens out companies that derive significant revenue from controversial business activities such as those involving tobacco, fossil fuels, private prisons, firearms, and weapons. However, the fund adviser has the discretion to manage a portion of the assets, which may not utilize the sub-adviser’s ESG risk rating. SAEF only discloses its full holdings quarterly, with a 60-day lag. A ‘tracking basket’ is published daily on its website, in place of the actual portfolio.
SAEF Summary Data
SAEF Portfolio Data
SAEF Index Data
SAEF Portfolio Management
SAEF Tax Exposures
SAEF Fund Structure
SAEF Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SAEF. SAEF is rated a N/A out of 5.
SAEF Top 10 Holdings[View All]
SAEF Economic Development
SAEF Performance Statistics
SAEF Benchmark Comparison Summary
SAEF 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.