VUSE
Vident Core U.S. Equity FundVUSE Fund Description
VUSE tracks an index of US companies which selects stocks within each sector based on valuation, governance, earnings quality and momentum and weights them in a tiered structure by sector and by risk.
VUSE Factset Analytics Insight
VUSE sets its sights high with a reasonable but complex set of screens which produces a portfolio that differs materially from the market. First, it looks for firms that don’t cook their books and that fill boardroom seats thoughtfully. Second, it screens for stocks that are fairly priced based on fundamentals and also considers momentum—a combination that might avoid the value trap. Stocks are weighted by the same suite of factors. While tight constraints keep sector exposure in line with that of the market, the fund has shown major biases to smaller firms at times.VUSE charges a reasonable fee in context, and sports solid AUM, traditionally backed by massive institutional ownership from Ronald Blue & Co. The fund tracked a slightly different index prior to January 6, 2016. In all, VUSE offers a decidedly non-vanilla take on the market in a viable wrapper.
VUSE MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of May 16, 2019 the Vident Core U.S. Equity Fund MSCI ESG Fund Quality Score is 4.04 out of 10.
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. VUSE ranks in the 62nd percentile within its peer group and in the 21st percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
VUSE CHARTS AND PERFORMANCE
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VUSE Top 10 Countries
VUSE Top 10 Sectors
VUSE Top 10 Holdings [View All]
VUSE Summary Data
VUSE Portfolio Data
VUSE Portfolio Management
VUSE Tax Exposures
VUSE Fund Structure
VUSE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of VUSE. VUSE is rated a 5 out of 5.
VUSE Tradability
VUSE Sector/Industry Breakdown
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VUSE TOP 10 HOLDINGS[View All]
VUSE Countries
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VUSE Regions
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VUSE Economic Development
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VUSE Performance Statistics
VUSE MSCI ESG Ratings
VUSE BENCHMARK COMPARISON SUMMARY
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VUSE 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.