The investment seeks to track the investment results of the Bloomberg Barclays MSCI US Corporate 1-5 Year ESG Focus Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index has been developed by Bloomberg Barclays Capital Inc. with environmental, social and governance (ESG) rating inputs from MSCI ESG Research LLC pursuant to an agreement between MSCI ESG Research and Bloomberg Index Services Limited, a subsidiary of Bloomberg Barclays. The fund is non-diversified.
|BMLP||BMO Dorsey Wright MLP Index Ex..||0.00 %||
|IGSB||iShares Short-Term Corporate B..||0.06 %||
|IGIB||iShares Intermediate-Term Corp..||0.06 %||
|NVCR||NovoCure Limited||0.00 %||
|BOKFL||BOK Financial Corporation||0.00 %||
|USIG||iShares Broad USD Investment G..||0.06 %||
|TCBIL||Texas Capital Bancshares, Inc||0.00 %||
|ZIONW||Zions Bancorporation, National..||0.00 %||
|SNHNL||Diversified Healthcare Trust||0.00 %||
|GDV-PH||The Gabelli Dividend & Income ..||0.00 %||
|Market Performance vs.
|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)||2.55%||95%||A||98%||A+|
|Risk Adjusted Return||76.01%||87%||B+||81%||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.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
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 company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.