WOMNImpact Shares YWCA Women's Empowerment ETF
WOMN Fund Description
WOMN tracks an index of large- and midcap US equities that are selected and weighted to maximize exposure to firms that score highly on gender diversity, within marketlike constraints.
WOMN Factset Analytics Insight
WOMN looks to capture the performance of US large- and midcap stocks of companies that are empowering to women, with risk and return characteristics similar to the index’s large- and midcap equity universe. The fund’s ESG research provider considers four factors to calculate a gender diversity score for each eligible firm: gender balance in leadership and workforce, equal compensation and work life balance, policies promoting gender equality, and commitment, transparency, and accountability to women’s empowerment. WOMN’s index uses an optimization algorithm to select a portfolio of about 200 companies with the highest scores, while maintaining marketlike risk and return. Additionally, companies involved in serious ethical controversies or certain industries (such as weapons, gambling, or tobacco) are excluded from the index. The index is rebalanced quarterly and reconstituted annually.
WOMN MSCI ESG Analytics Insight
Impact Shares YWCA Women's Empowerment ETF has an MSCI ESG Fund Rating of BBB based on a score of 6.00 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. Impact Shares YWCA Women's Empowerment ETF ranks in the 41st percentile within its peer group and in the 29th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
WOMN 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.
WOMN Summary Data
WOMN Portfolio Data
WOMN Index Data
WOMN Portfolio Management
WOMN Tax Exposures
WOMN Fund Structure
WOMN Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WOMN. WOMN is rated a 5 out of 5.
WOMN Sector/Industry Breakdown
WOMN Economic Development
WOMN Performance Statistics
WOMN MSCI ESG Ratings
WOMN Benchmark Comparison Summary
WOMN Benchmark Comparison Market Cap Size