SHE
SPDR SSGA Gender Diversity Index ETFSHE Fund Description
SHE tracks a market-cap-weighted index of US large-cap companies with a relatively high proportion of women in executive and director positions.
SHE Factset Analytics Insight
SHE seeks out companies that employ women in high-level leadership roles. The fund evaluates the 1000 largest US firms for the ratio of women on the board of directors and in executive positions (defined as Senior VP or higher). Companies ranking in the top 10% in each sector are included in the portfolio, with the caveat that each firm must have at least one woman on its board or as CEO. Firms are selected by sector and weighted by market cap with an individual capping weight of 5%. Launched in March 2016, SHE's performance shouldn't depart radically from the broad market — appealing to investors who want neutral large-cap coverage while still supporting the fund's principles.
SHE MSCI ESG Analytics Insight
SPDR SSGA Gender Diversity Index ETF has an MSCI ESG Fund Rating of AA based on a score of 7.93 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. SPDR SSGA Gender Diversity Index ETF ranks in the 90th percentile within its peer group and in the 99th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SHE 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.
SHE Summary Data
SHE Portfolio Data
SHE Index Data
SHE Portfolio Management
SHE Tax Exposures
SHE Fund Structure
SHE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SHE. SHE is rated a 5 out of 5.
SHE Tradability
SHE Sector/Industry Breakdown
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SHE Top 10 Holdings[View All]
SHE Countries
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SHE Regions
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SHE Economic Development
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SHE Performance Statistics
SHE MSCI ESG Ratings
SHE Benchmark Comparison Summary
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SHE 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.