SULRSmartETFs Sustainable Energy II ETF
SULR Fund Description
SULR is an actively-managed ETF of global stocks focused on alternative or renewable energy, held on approximately an equal-weighted basis.
SULR Factset Analytics Insight
SULR is an ETF version of a mutual fund that launched in 2006. Both SULR and the fund utilize a proprietary methodology, based on fundamental research, for stock selection. The adviser identifies global companies whose businesses are focused on renewable energy or improving energy efficiency along four key areas: energy generation, installation, displacement and electrification. Each stock is analyzed for consistency of cash flow, return on invested capital, profitability, and comparison to industry peers. The adviser selects a narrow basket, typically 35 holdings, and generally weights each position equally in the portfolio.
SULR MSCI ESG Analytics Insight
SmartETFs Sustainable Energy II ETF has an MSCI ESG Fund Rating of AA based on a score of 7.67 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. SmartETFs Sustainable Energy II ETF ranks in the 80th percentile within its peer group and in the 67th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SULR 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.
SULR Summary Data
SULR Portfolio Data
SULR Index Data
SULR Portfolio Management
SULR Tax Exposures
SULR Fund Structure
SULR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SULR. SULR is rated a 1 out of 5.
SULR Sector/Industry Breakdown
SULR Economic Development
SULR Performance Statistics
SULR MSCI ESG Ratings
SULR Benchmark Comparison Summary
SULR Benchmark Comparison Market Cap Size