ESGY uses a multi-factor model that assigns each security in the Russell 1000 Growth Index a financial score and an ESG score. The two scores are combined on an equal weighted basis to create an overall score. The growth and value factors consider company earnings, cash flow and changes in earnings estimates, price-to-earnings, and price-to-cash flow. The model also takes into consideration price momentum. The portfolio managers utilize internal and third party data to evaluate ESG characteristics. Final scores are evaluated on a sector-specific basis, selecting typically 70-90 stocks that exhibit the strongest scores in their respective sectors. Unlike traditional ETFs, the fund does not disclose its complete holdings daily, and instead publishes a proxy portfolio on its website. As such, the fund may trade a higher premiums or discounts especially during periods of increased market volatility. Holdings will be disclosed on a quarterly basis, with a 60-day lag.
公司网站 :
https://ipro.americancentury.com/content/ipro/en/products/etfs/fund-list/american-century-sustainable-growth-etf.html
总经理:-
建立时间:2021
公司总部:American Century Sustainable Growth ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds