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
Vident Core U.S. Equity Fund has an MSCI ESG Fund Rating of BBB based on a score of 4.40 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. Vident Core U.S. Equity Fund ranks in the 26th percentile within its peer group and in the 70th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
VUSE Charts And Performance
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
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
VUSE
VUSE Top 10 Holdings[View All]
VUSE Countries
VUSE
VUSE Regions
VUSE
VUSE Economic Development
VUSE
VUSE Performance Statistics
VUSE MSCI ESG Ratings
VUSE Benchmark Comparison Summary
VUSE
VUSE Benchmark Comparison Market Cap Size
VUSE
The data and information contained herein is not intended to be investment or tax advice. A reference to a particular investment or security, a credit rating, or any observation concerning a security or investment provided in the ETF.com Service is not a recommendation to buy, sell, or hold such investment or security or to make any other investment decisions. You should not use such information for purposes of any actual transaction without consulting an investment or tax professional.
ETF.com DOES NOT TAKE RESPONSIBILITY FOR YOUR INVESTMENT OR OTHER ACTIONS NOR SHALL ETF.com HAVE ANY LIABILITY, CONTINGENT OR OTHERWISE, FOR THE ACCURACY, COMPLETENESS, TIMELINESS, OR CORRECT SEQUENCING OF ANY INFORMATION PROVIDED BY ETF.com OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON SUCH INFORMATION OR ETF.com.
[ETF.com DOES NOT PROVIDE ANY RESEARCH OPINIONS.] ETF.com MAKES NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, PRODUCTS OR SERVICES CONTAINED HEREIN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Data provider:
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.