VOTEEngine No. 1 Transform 500 ETF
VOTE Fund Description
VOTE tracks a market-cap-weighted index consisting of large-cap US stocks. The fund intends to encourage transformational changes in companies through shareholder activism.
VOTE Factset Analytics Insight
VOTE is a passively managed fund that provides exposure to large-cap US stocks. The fund encourages transformational change in the public companies it holds by applying proxy voting guidelines and engaging in dialogue with management. VOTE does not promote socially responsible investing by excluding companies based on any ESG criteria. Instead, the fund favors actions that encourage companies to invest in their employees, communities, customers, and the environment through its equity stake. The market-cap-weighted index is composed of 500 of the largest stocks from a universe composed of US companies from any sector. Holdings are reconstituted semi-annually and rebalanced quarterly.
VOTE MSCI ESG Analytics Insight
Engine No. 1 Transform 500 ETF has an MSCI ESG Fund Rating of undefined based on a score of 6.06 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. Engine No. 1 Transform 500 ETF ranks in the 43th percentile within its peer group and in the 33th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
VOTE Portfolio Data
VOTE Index Data
VOTE Portfolio Management
VOTE Tax Exposures
VOTE Fund Structure
VOTE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of VOTE. VOTE is rated a N/A out of 5.
VOTE Sector/Industry Breakdown
VOTE Economic Development
VOTE Performance Statistics
VOTE MSCI ESG Ratings
VOTE Benchmark Comparison Summary
VOTE Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.