EMCRXtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF

Grow my money7y track recordRanked #1,174 of 2,960 in this goal

The fund seeks investment results that correspond generally to the performance of the Solactive ISS Emerging Markets Carbon Reduction & Climate Improvers Index NTR.

By Xtrackers · Launched 2018

Annual Cost

0.15%

#740 of 5,562 · low cost

Fund Size

$58M

#3,428 of 5,562 · mid-size

Return (1Y)Goal

+48.5%

Track Record

7 years

#1,852 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$14,852+48.5%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Emerging markets

Cap

Large

Strategy

Index tracking

Focus

ESG

Index tracked

Solactive ISS Emerging Markets Carbon Reduction & Climate Improvers Index Net Total Return

What it actually holds

By weight

Concentration

Top 10 holdings = 30.2% of fund✓ well diversified

TSMC

11.0%

Tencent Holdings Ltd

6.2%

Alibaba Group Holding Ltd

4.1%

Samsung Electronics Co Ltd

2.6%

SK hynix Inc

1.6%

PDD Holdings Inc

1.2%

HDFC Bank Ltd

1.0%

Infosys Ltd

0.9%

NU Holdings Ltd/Cayman Islands

0.8%

Naspers Ltd

0.8%

Asset allocation

Stocks

97.7%

Cash

1.6%

Preferred

0.7%

By sector

Technology

42.2%

Financial Services

18.9%

Consumer Cyclical

9.6%

Communication

8.8%

Industrials

6.3%

Healthcare

5.0%

Basic Materials

3.5%

Consumer Defensive

2.5%

Other

3.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

21.4%High

Year-on-year price swings

Max drawdown

-34.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.99Decent risk-adjusted returns

Sortino (3Y)

1.46Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: The fund seeks investment results that correspond generally to the performance of the Solactive ISS Emerging Markets Carbon Reduction & Climate Improvers Index NTR.
Strategy: Uses a passive indexing approach to track the Solactive ISS Emerging Markets Carbon Reduction & Climate Improvers Index NTR, investing primarily in large and mid-cap companies in emerging markets that meet ESG criteria.
Inception date: December 4, 2018
Fund family: Xtrackers