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Amidst Global Conflict, Investors Flood ESG-Focused Fund - ETF Winners And Losers: Mid-Cap Flows

Amidst Global Conflict, Investors Flood ESG-Focused Fund - ETF Winners And Losers: Mid-Cap Flows

在全球衝突中,投資者湧入以ESG爲重點的基金——ETF的贏家和輸家:中型股流動
Benzinga ·  2023/10/13 04:57

We performed a screening of medium-cap ETFs – defined as having Assets Under Management (AUM) between $2 billion and $10 billion – to determine what funds had the largest change in net assets on the week, according to data from etfdb.com. Only non-leveraged funds were considered.

根據etfdb.com的數據,我們對中型股交易所買賣基金(定義爲管理的資產(AUM)在20億至100億美元之間進行了篩選,以確定哪些基金本週淨資產變化最大。只考慮非槓桿基金。

Winners

贏家

iShares MSCI USA ESG Select ETF (NYSE:SUSA)

iShares 摩根士丹利資本國際美國ESG精選ETF (紐約證券交易所代碼:SUSA)

SPTS added $632.37 million in net assets over the trailing week.

SPTS在過去一週增加了6.3237億美元的淨資產。

The iShares MSCI USA ESG Select ETF offers exposure to a wide breadth of companies with high Environmental, Social, and Governance (ESG) ratings.

iShares MSCI USA ESG Select ETF爲衆多環境、社會和治理(ESG)評級較高的公司提供投資機會。

SUSA has $4.52 billion in AUM and an expense ratio of 0.25%. The fund has holdings in 185 companies, with the 10 largest comprising 26.12% of the fund.

SUSA擁有45.2億美元的資產管理規模,支出比率爲0.25%。該基金持有185家公司,其中最大的10家公司佔該基金的26.12%。

The fund's largest holdings are Microsoft Corporation (NASDAQ:MSFT) and Apple Inc. (NASDAQ:AAPL) making up 5.22% and 5.17% of the fund, respectively

該基金最大的持股量是 微軟公司 (納斯達克股票代碼:MSFT)和 蘋果公司 納斯達克股票代碼:AAPL)分別佔該基金的5.22%和5.17%

SUSA has added $952.00 million in net assets YTD.

SUSA年初至今增加了9.52億美元的淨資產。

Materials Select Sector SPDR Fund (NYSE:XLB)

材料精選行業SPDR基金 (紐約證券交易所代碼:XLB)

XLB added $325.29 million in net assets over the trailing week.

XLB在過去一週增加了3.2529億美元的淨資產。

The Materials Select Sector SPDR Fund offers exposure to the US materials sector. This is often a small portion of larger broad-based US market ETFs, but a sector with large potential upside and an attractive option for those looking to indirectly access commodity markets.

材料精選行業SPDR基金爲美國材料行業提供投資機會。這通常是規模較大的美國市場交易所買賣基金的一小部分,但這個行業具有巨大的潛在上行空間,對於那些希望間接進入大宗商品市場的人來說,這是一個有吸引力的選擇。

XLB has $5.40 billion in AUM and an expense ratio of 0.10%. The fund has holdings in 31 companies, with the 10 largest comprising 65.65% of the fund.

XLB的資產管理規模爲54.0億美元,支出比率爲0.10%。該基金持有31家公司,其中最大的10家公司佔該基金的65.65%。

The fund's largest holdings are Linde plc. (NASDAQ:LIN) and Air Products and Chemicals, Inc. (NYSE:APD) making up 20.88% and 7.22% of the fund, respectively.

該基金最大的持股是 Linde plc. (納斯達克股票代碼:LIN)和 空氣產品和化學品有限公司 紐約證券交易所代碼:APD)分別佔該基金的20.88%和7.22%。

XLB has lost $134.09 million in net assets YTD.

XLB年初至今已損失1.349億美元的淨資產。

Losers

失敗者

SPDR Bloomberg High Yield Bond ETF (NYSE:JNK)

SPDR 彭博高收益債券ETF (紐約證券交易所代碼:JNK)

JNK lost $941.88 million in AUM on the week.

JNK本週資產管理規模虧損9.4188億美元。

The SPDR Bloomberg High Yield Bond ETF offers exposure to so-called corporate junk bonds. These are middle-rated bonds with a minimum of one year to maturity.

SPDR彭博高收益債券ETF提供所謂的公司垃圾債券敞口。這些是中等評級債券,到期日至少一年。

JNK has $6.01 billion in AUM and an expense ratio of 0.40%.

JNK擁有60.1億美元的資產管理規模,支出比率爲0.40%。

YTD, JNK has lost $2.94 billion in AUM.

年初至今,JNK的資產管理規模已經損失了29.4億美元。

SPDR Bloomberg Short Term High Yield Bond ETF (NYSE:SJNK)

SPDR 彭博短期高收益債券ETF (紐約證券交易所代碼:SJNK)

SJNK lost $375.90 million in AUM on the week.

本週SJNK的資產管理規模虧損了3.759億美元。

The SPDR Bloomberg High Yield Bond ETF is very similar to JNK, however, the bonds held by SJNK are dated on a shorter term.

SPDR彭博高收益債券ETF與JNK非常相似,但是,SJNK持有的債券的期限較短。

SJNK has $3.35 billion in AUM and an expense ratio of 0.4%. The fund has holdings in 32 companies, with the 10 largest comprising 60.30% of the fund.

SJNK的資產管理規模爲33.5億美元,支出比率爲0.4%。該基金持有32家公司,其中最大的10家佔該基金的60.30%。

YTD, SJNK gained $28.10 million in AUM.Featured photo by Антон Дмитриев on Unsplash

年初至今,SJNK的資產管理規模增長了2,810萬美元。精選照片來自ಲ²²Unsplas

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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