SIMSSPDR S&P Kensho Intelligent Structures ETF
SIMS Fund Description
SIMS tracks an index of US-listed companies that focuses on innovative infrastructure.
SIMS Factset Analytics Insight
SIMS is passively-managed to provide exposure to firms which the index provider defines as companies involved in: smart building infrastructure, smart power grids, intelligent transportation infrastructure, or intelligent water infrastructure. Each company is further classified as either “core” or “non-core,” depending on the level of involvement in innovative infrastructure. The index is initially equally weighted, but then tilts the overall portfolio weight towards core firms by 20%. As a result, pure plays are overweighted. Prior to June 25, 2019 the fund traded under the ticker XKII.
SIMS MSCI ESG Analytics Insight
SPDR S&P Kensho Intelligent Structures ETF has an MSCI ESG Fund Rating of AA based on a score of 7.66 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 S&P Kensho Intelligent Structures ETF ranks in the 86th percentile within its peer group and in the 58th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SIMS 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.
SIMS Summary Data
SIMS Portfolio Data
SIMS Index Data
SIMS Portfolio Management
SIMS Tax Exposures
SIMS Fund Structure
SIMS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SIMS. SIMS is rated a 4 out of 5.
SIMS Economic Development
SIMS Performance Statistics
SIMS MSCI ESG Ratings
SIMS Benchmark Comparison Summary
SIMS Benchmark Comparison Market Cap Size