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ESG-Focused Fund SUSA Continues To Grow, Topping The Chart Two Weeks In A Row, Risky Bonds Fall - ETF Winners And Losers: Mid-Cap Flows

ESG-Focused Fund SUSA Continues To Grow, Topping The Chart Two Weeks In A Row, Risky Bonds Fall - ETF Winners And Losers: Mid-Cap Flows

專注於ESG的基金SUSA繼續增長,連續兩週位居榜首,風險債券下跌——ETF的贏家和輸家:中型股流動
Benzinga ·  2023/10/17 05:12

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 $529.80 million in net assets over the trailing week.

SPTS在過去一週增加了5.298億美元的淨資產。

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 5.22% 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5.22%

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。

SPDR Portfolio Aggregate Bond ETF (NYSE:SPAB)

SPDR投資組合聚合債券ETF (紐約證券交易所代碼:SPAB)

SPAB added $266.40 million in net assets over the trailing week.

在過去的一週裏,SPAB增加了2.664億美元的淨資產。

The SPDR Portfolio Aggregate Bond ETF offers exposure to an average of the US investment-grade bond market.

SPDR Portfolio Aggregate Bond ETF提供對美國投資級債券市場平均水平的敞口。

SPAB has $6.71 billion in AUM and an expense ratio of 0.03%.

SPAB擁有67.1億美元的資產管理規模,支出比率爲0.03%。

SPAB added $524.06 million in net assets, YTD.

年初至今,SPAB增加了5.2406億美元的淨資產。

Losers

失敗者

Xtrackers USD High Yield Corporate Bond ETF (NYSE:HYLB)

Xtrackers美元高收益公司債券ETF (紐約證券交易所代碼:HYLB)

HYLB lost $453.47 million in AUM on the week.

HYLB本週資產管理規模虧損4.5347億美元。

The Xtrackers USD High Yield Corporate Bond ETF offers exposure to so-called corporate junk bonds. These offer increased yields in exchange for the added risk.

Xtrackers美元高收益公司債券ETF提供所謂的公司垃圾債券敞口。它們提供了更高的收益率以換取額外的風險。

HYLB has $3.22 billion in AUM and an expense ratio of 0.15%.

HYLB的資產管理規模爲32.2億美元,支出比率爲0.15%。

YTD, HYLB has lost $1.04 billion in AUM.

年初至今,HYLB的資產管理規模已經損失了10.4億美元。

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 $448.86 million in AUM on the week.

JNK本週資產管理規模虧損4.486億美元。

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

SPDR彭博高收益債券ETF提供公司垃圾債券敞口,例如HYLB。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 $3.41 billion in AUM.

年初至今,JNK的資產管理規模損失了34.1億美元。

Featured photo by John O'Nolan on Unsplash

精選照片來自約翰·奧諾蘭Unsplas

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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