WLDRAffinity World Leaders Equity ETF
WLDR Fund Description
WLDR tracks an index of multi-factor-selected securities from the developed markets, weighted in accordance with a proprietary risk model.
WLDR Factset Analytics Insight
WLDR provides a multi-factor take on developed market equities. The fund starts by selecting the securities that cover the top 85% of the Refinitiv Global Developed Equity Index by market-cap. These securities are divided into two regions (US and international), and scored based on: valuations, analyst expectations (includes earnings quality and improving fundamentals), and stock price momentum. The fund also applies a proprietary ranking system which considers the correlation between score components and subsequent long-term performance. WLDR selects the top 10% of firms within each region, which are then weighted using a proprietary risk-management system. The portfolio aims for sector-neutral exposure relative to the selection universe, with a similar geographic distribution. The index rebalances semi-annually.
WLDR MSCI ESG Analytics Insight
Affinity World Leaders Equity ETF has an MSCI ESG Fund Rating of A based on a score of 6.92 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. Affinity World Leaders Equity ETF ranks in the 71st percentile within its peer group and in the 62nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
WLDR 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.
WLDR Summary Data
WLDR Portfolio Data
WLDR Index Data
WLDR Portfolio Management
WLDR Tax Exposures
WLDR Fund Structure
WLDR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WLDR. WLDR is rated a 4 out of 5.
WLDR Sector/Industry Breakdown
WLDR Top 10 Holdings[View All]
WLDR Economic Development
WLDR Performance Statistics
WLDR MSCI ESG Ratings
WLDR Benchmark Comparison Summary
WLDR Benchmark Comparison Market Cap Size