USSG
Xtrackers MSCI U.S.A. ESG Leaders Equity ETFUSSG 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, with roughly marketlike sector exposure. 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, certain controversial industries (alcohol/tobacco, gambling, controversial weapons, etc.), and those that simply score very poorly in MSCI’s ratings. Rather than holding only the highest rated stocks, USSG makes concessions toward marketlike representation. At rebalance, the fund selects about half the available market cap in each sector, emphasizing higher ESG ratings, larger firms, and current constituents. This makes USSG suitable as a core US equity holding, though the fund’s performance may still vary significantly from the broader market at times.USSG’s low fee and reasonable strategy make it an attractive option for socially minded investors. But one note of caution: USSG appears to be a “bespoke” product created for Finnish insurer Ilmarinen. The fund could close—or see liquidity dry up overnight—if the sponsoring company decides to pull its assets.
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 7.59 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 93th percentile within its peer group and in the 98th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
USSG Charts And Performance
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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 Tradability
USSG Sector/Industry Breakdown
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USSG Top 10 Holdings[View All]
USSG Countries
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USSG Regions
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USSG Economic Development
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USSG Performance Statistics
USSG MSCI ESG Ratings
USSG Benchmark Comparison Summary
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USSG Benchmark Comparison Market Cap Size
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Terms of Use
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.