The investment seeks to track the investment results of the MSCI ACWI composed of large- and mid-capitalization developed and emerging market equities. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is a free float-adjusted market capitalization index designed to measure the combined equity market performance of developed and emerging markets countries.
|AAPL||Apple Inc||3.30 %|
|MSFT||Microsoft Corporation||3.00 %|
|AMZN||Amazon.com, Inc||2.40 %|
|FB||Facebook, Inc||1.20 %|
|GOOG||Alphabet Inc||0.90 %|
|BABA||Alibaba Group Holding Limited||0.89 %|
|JNJ||Johnson & Johnson||0.78 %|
|00700||Tencent Holdings Ltd||0.76 %|
|NSRGF||Nestle S.A||0.69 %|
|V||Visa Inc||0.69 %|
|DWLD||Davis Select Worldwide ETF||0.63 %||
|SDG||iShares MSCI Global Impact ETF||0.49 %||
|ESGG||FlexShares STOXX Global ESG Im..||0.42 %||
|ASET||FlexShares Real Assets Allocat..||0.57 %||
|GIGE||SoFi Gig Economy ETF||0.59 %||
|MOTO||SmartETFs Smart Transportation..||0.00 %||
|HERD||Pacer Cash Cows Fund of Funds ..||0.74 %||
|Market Performance vs.
Industry/Classification (World Large Stock)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||10.17%||50%||F||86%||B|
|Risk Adjusted Return||93.39%||50%||F||84%||B|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.