WOMN
Impact Shares YWCA Women's Empowerment ETFWOMN 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 Tradability
WOMN Sector/Industry Breakdown
WOMN
WOMN Top 10 Holdings[View All]
WOMN Countries
WOMN
WOMN Regions
WOMN
WOMN Economic Development
WOMN
WOMN Performance Statistics
WOMN MSCI ESG Ratings
WOMN Benchmark Comparison Summary
WOMN
WOMN Benchmark Comparison Market Cap Size
WOMN
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.