USSGXtrackers MSCI U.S.A. ESG Leaders Equity ETF
USSG Fund Description
USSG tracks a market-cap-weighted index of US large- and midcap stocks, screened for environmental, social, and governance characteristics.
USSG Factset Analytics Insight
USSG holds a basket of companies that score highly for environmental, social, and governance (ESG) factors. The fund’s index uses MSCI’s ESG rating methodology to assign a score to all US large- and midcap stocks. The index automatically screens out companies involved in severe business controversies as well as those companies engaged in alcohol, tobacco, gambling, weapons and nuclear power. The fund may include US companies outside the MSCI ESG Leaders Index as long as it has a ‘BB’ MSCI ESG Rating and an MSCI ESG Controversies Score of 3 or above. At triannual rebalance, the fund selects about half the available market cap in each sector, emphasizing higher ESG ratings, larger firms, and current constituents. Although the fund’s performance may still vary significantly from the broader market at times, USSG is still a suitable core US equity investment providing a broad ESG take on the US equity market.
USSG MSCI ESG Analytics Insight
Xtrackers MSCI U.S.A. ESG Leaders Equity ETF has an MSCI ESG Fund Rating of AA based on a score of 7.72 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 MSCI U.S.A. ESG Leaders Equity ETF ranks in the 87th percentile within its peer group and in the 98th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
USSG 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.
USSG Summary Data
USSG Portfolio Data
USSG Index Data
USSG Portfolio Management
USSG Tax Exposures
USSG Fund Structure
USSG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of USSG. USSG is rated a 5 out of 5.
USSG Sector/Industry Breakdown
USSG Economic Development
USSG Performance Statistics
USSG MSCI ESG Ratings
USSG Benchmark Comparison Summary
USSG Benchmark Comparison Market Cap Size