JRNY is passively managed to provide broad exposure to the travel and leisure business. It includes four segments: (i) airlines & airport services, (ii) hotels, casinos, & cruise, (iii) booking & rental agencies, and (iv) ancillary beneficiaries (other companies identified by an NLP algorithm to benefit from global travel). To be included in the portfolio, eligible companies must be principally engaged in or derive more than 20% revenue from any segment. Securities are selected and weighted by ranking each companys market-cap scaled by their quality (free cash flow to revenue) and growth (future short-term growth in EPS) scores. The top 20 stocks per segment are selected with at least one stock included from each of the following regions: US & Canada, Europe, Pacific, and Emerging Markets. Individual weights and region weights are capped at 4.5% and 65%, respectively. The index is reconstituted and rebalanced on a quarterly basis.
公司网站 :
https://www.alpsfunds.com/products/etf/JRNY
总经理:-
建立时间:2021
公司总部:ALPS Global Travel Beneficiaries ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds