SNPEXtrackers S&P 500 ESG ETF
SNPE Fund Description
SNPE tracks a principles-selected, market cap-weighted index of US large-cap securities.
SNPE Factset Analytics Insight
SNPE is an ESG-focused fund that draws its universe from the S&P 500. The fund excludes companies involved in tobacco, controversial weapons, ranks low with the United Nations Global Compact (UNGC) score ranking, and score bottom 25% of GICS ESG ratings within its industry. After exclusions are applied, companies are selected by ESG score, while at the same time mirroring the industry weightings of the S&P 500. The fund uses a full replication method to track the Underlying Index. As such, the fund invests directly in the component securities of the Underlying Index in substantially the same weightings in which they are represented in the Underlying Index. Rebalancing occurs annually
SNPE MSCI ESG Analytics Insight
Xtrackers S&P 500 ESG ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.58 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. Xtrackers S&P 500 ESG ETF ranks in the 36th percentile within its peer group and in the 27th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SNPE 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.
SNPE Summary Data
SNPE Portfolio Data
SNPE Index Data
SNPE Portfolio Management
SNPE Tax Exposures
SNPE Fund Structure
SNPE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SNPE. SNPE is rated a 5 out of 5.
SNPE Sector/Industry Breakdown
SNPE Economic Development
SNPE Performance Statistics
SNPE MSCI ESG Ratings
SNPE Benchmark Comparison Summary
SNPE Benchmark Comparison Market Cap Size