USCAXtrackers MSCI USA Climate Action Equity ETF

Grow my money3y track recordRanked #371 of 2,960 in this goal

The fund seeks investment results that correspond generally to the performance of the MSCI USA Climate Action Index.

By Xtrackers · Launched 2023

Annual Cost

0.07%

#354 of 5,562 · low cost

Fund Size

$3.3B

#552 of 5,562 · large

Return (1Y)Goal

+16.1%

Track Record

3 years

#2,975 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,701+17.0%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Index tracked

MSCI USA Climate Action Index

What it actually holds

By weight

Concentration

Top 10 holdings = 37.3% of fund✓ well diversified

Broadcom Inc

5.7%

Microsoft Corp

5.6%

NVIDIA Corp

5.3%

Amazon.com Inc

4.5%

Meta Platforms Inc

3.6%

Tesla Inc

3.1%

Alphabet Inc

2.9%

Alphabet Inc

2.4%

Eli Lilly & Co

2.2%

JPMorgan Chase & Co

2.2%

Asset allocation

Stocks

99.7%

Cash

0.3%

By sector

Technology

41.9%

Communication

12.2%

Consumer Cyclical

10.5%

Healthcare

9.0%

Financial Services

8.9%

Industrials

6.5%

Consumer Defensive

4.0%

Energy

1.9%

Other

5.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.6%Moderate

Year-on-year price swings

Max drawdown

-19.1%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

1.01Strong risk-adjusted returns

Sortino (3Y)

1.48Good 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 MSCI USA Climate Action Index.
Strategy: Uses a passive indexing approach to seek investment results that correspond to the performance of the MSCI USA Climate Action Index, which includes large and mid-cap U.S. companies leading in climate action. The fund invests primarily in component securities of the Underlying Index, using full replication or representative sampling strategies.
Inception date: April 3, 2023
Fund family: Xtrackers