SDEI
Sound Equity Income ETFSDEI Fund Description
SDEI is an actively managed, narrow portfolio, of US large- and mid-cap stocks, fundamentally selected for capital appreciation and dividend yield.
SDEI Factset Analytics Insight
SDEI aims to provide current income and long-term capital appreciation by actively selecting a small portfolio of US stocks. The fund’s advisor focuses on companies believed to have favorable fundamentals such as low P/E ratios, positive cash flows, manageable leverage ratios and high dividend yields for portfolio inclusion. Stocks are also selected based on perceived catalysts for appreciation such as new management, new products, corporate restructuring, recapitalization or market dynamics. The objective is to create a portfolio with an aggregate dividend yield that is twice that of the S&P 500 Index.
SDEI Summary Data
SDEI Portfolio Data
SDEI Index Data
SDEI Portfolio Management
SDEI Tax Exposures
SDEI Fund Structure
SDEI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SDEI. SDEI is rated a N/A out of 5.
SDEI Tradability
SDEI Sector/Industry Breakdown
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SDEI Top 10 Holdings[View All]
SDEI Countries
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SDEI Regions
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SDEI Economic Development
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SDEI Performance Statistics
SDEI Benchmark Comparison Summary
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SDEI Benchmark Comparison Market Cap Size
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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.