LOWC:ARCA-SPDR MSCI ACWI Low Carbon Target

ETF | Others | NYSE Arca

Last Closing

USD 93.155

Change

+0.16 (+0.17)%

Market Cap

USD 0.10B

Volume

800.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the MSCI ACWI Low Carbon Target Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is designed to address two dimensions of carbon exposure - carbon emissions and fossil fuel reserves, expressed as potential emissions. The fund is non-diversified.

Inception Date: 25/11/2014

Primary Benchmark: MSCI ACWI Low Carbon Target NR USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.3%

Management Expense Ratio: 0.20 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-10-18 )

Largest Industry Peers for Others

Symbol Name Mer Price(Change) Market Cap
SOJE SOJE 0.00 %

+0.70 (+3.66%)

USD 65.72B
JEPI JPMorgan Equity Premium Income.. 0.00 %

+0.44 (+0.79%)

USD 32.43B
DTB DTB 0.00 %

+1.19 (+6.19%)

USD 26.58B
DFAC Dimensional U.S. Core Equity 2.. 0.00 %

+0.36 (+1.19%)

USD 26.00B
GBTC Grayscale Bitcoin Trust (BTC) 0.00 %

-0.05 (-0.08%)

USD 23.75B
JPST JPMorgan Ultra-Short Income ET.. 0.00 %

+0.02 (+0.04%)

USD 22.73B
SGOV iShares® 0-3 Month Treasury B.. 0.00 %

+0.01 (+0.01%)

USD 19.79B
AVUV Avantis® U.S. Small Cap Value.. 0.00 %

+1.53 (+1.72%)

USD 10.49B
DFUV Dimensional US Marketwide Valu.. 0.00 %

+0.37 (+0.94%)

USD 10.15B
DFAT Dimensional U.S. Targeted Valu.. 0.00 %

+0.59 (+1.15%)

USD 9.40B

ETFs Containing LOWC

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.80% 75% C 67% D+
Dividend Return N/A N/A N/A N/A F
Total Return 17.80% 70% C- 61% D-
Trailing 12 Months  
Capital Gain 7.15% 67% D+ 62% D
Dividend Return N/A N/A N/A N/A F
Total Return 7.15% 56% F 53% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain 4.88% 71% C- 66% D+
Dividend Return 6.75% 71% C- 61% D-
Total Return 1.87% 57% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 10.37% 50% F 70% C-
Risk Adjusted Return 65.08% 69% C- 72% C
Market Capitalization 0.10B 46% F 20% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.

What to like:

There is nothing we particularly like

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Low market capitalization

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.