SGDJSprott Junior Gold Miners ETF
SGDJ Fund Description
SGDJ tracks an equity index of small-cap gold mining firms. Stocks are weighted by price momentum for gold explorers and by revenue growth for gold developers.
SGDJ Factset Analytics Insight
SGDJ offers exposure to equity in small-cap gold mining firms. These “juniors” have low gold production (developers) or none-as-yet (explorers). The weighting scheme starts with market-cap weights, and then adds or subtracts weight based on 12-month revenue growth for developers and 12-month price momentum for explorers. Firms with favorable scores receive more weight, while those with lower scores have weights removed, but apparently are still retained in the index. Maximum single position is 9% at rebalance (with additional RIC concentration screens). The index is reconstituted and rebalanced semi-annually. Note: Prior to July 22, 2019, the fund tracked the Sprott Zacks Junior Gold Miners Index.
SGDJ MSCI ESG Analytics Insight
Sprott Junior Gold Miners ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.63 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. Sprott Junior Gold Miners ETF ranks in the 23th percentile within its peer group and in the 2nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SGDJ 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.
SGDJ Portfolio Data
SGDJ Index Data
SGDJ Portfolio Management
SGDJ Tax Exposures
SGDJ Fund Structure
SGDJ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SGDJ. SGDJ is rated a 2 out of 5.
SGDJ Sector/Industry Breakdown
SGDJ Top 10 Holdings[View All]
SGDJ Economic Development
SGDJ Performance Statistics
SGDJ MSCI ESG Ratings
SGDJ Benchmark Comparison Summary
SGDJ Benchmark Comparison Market Cap Size