Values as of: 2024-11-16
ETF | Large Blend |
Last Closing
USD 51.932Change
0.00 (0.00)%Market Cap
USD 0.05BVolume
2.70KAnalyst Target
N/AVerdict
Verdict
Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in dividend-paying stocks or other instruments with similar economic characteristics that offer the potential for income growth and capital appreciation over time and that meet its financial and environmental, social and governance (ESG) criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in ESG policies.
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| DGRW | WisdomTree U.S. Quality Divide.. |
N/A |
USD 14.54B |
| ESGU | iShares ESG Aware MSCI USA ETF |
N/A |
USD 13.31B |
| FTCS | First Trust Capital Strength E.. |
N/A |
USD 8.86B |
| VONE | Vanguard Russell 1000 Index Fu.. |
N/A |
USD 5.09B |
| VTHR | Vanguard Russell 3000 Index Fu.. |
N/A |
USD 2.73B |
| USMC | Principal U.S. Mega-Cap ETF |
N/A |
USD 2.50B |
| FEX | First Trust Large Cap Core Alp.. |
N/A |
USD 1.28B |
| PKW | Invesco BuyBack Achievers ETF |
N/A |
USD 1.22B |
| SUSL | iShares ESG MSCI USA Leaders E.. |
N/A |
USD 1.09B |
| CATH | Global X S&P 500® Catholic Va.. |
N/A |
USD 0.90B |
N/A
| Market Performance vs. Industry/Classification (Large Blend) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 17.03% | 21% | F | 73% | C | ||
| Dividend Return | 1.28% | 74% | C | 26% | F | ||
| Total Return | 18.31% | 21% | F | 72% | C | ||
| Trailing 12 Months | |||||||
| Capital Gain | 23.50% | 26% | F | 69% | C- | ||
| Dividend Return | 1.71% | 74% | C | 25% | F | ||
| Total Return | 25.21% | 26% | F | 68% | D+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | 61.78% | 42% | F | 76% | C+ | ||
| Dividend Return | 9.65% | 63% | D | 31% | F | ||
| Total Return | 71.43% | 42% | F | 76% | C+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 11.42% | 32% | F | 64% | D | ||
| Dividend Return | 12.94% | 32% | F | 64% | D | ||
| Total Return | 1.52% | 79% | B- | 40% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 13.37% | 84% | B | 85% | B | ||
| Risk Adjusted Return | 96.82% | 84% | B | 96% | N/A | ||
| Market Capitalization | 0.05B | 5% | F | 29% | F | ||
| 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 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 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’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 is trading high compared to its peers on a price to earning basis and is above the sector median.
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.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
