Key stats
About SSGA Active Trust SPDR S&P SmallCap 600 ESG ETF
Expense ratio
0.12%
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Inception date
Jan 10, 2022
ESIX adds an ESG layer to the S&P SmallCap 600. It seeks to capture US small-caps with high ESG scores within each GICS sector, while maintaining the sector weights of the S&P 600. The index uses exclusionary screens, filtering out companies (1) involved in tobacco, controversial weapons, and thermal coal, (2) falling in the bottom 5% of the United Nations Global Compact (UNGC) score ranking, or (3) falling in the bottom 25% of ESG scores within each GICS industry group. The remaining companies are ranked in descending order based on their ESG scores, with securities in the top 75% of market capitalization within each industry group selected for inclusion. To track the index, the fund employs a sampling strategy. The index is weighted by market capitalization and rebalances on an annual basis.
Classification
What's in the fund
Exposure type
Finance
Producer Manufacturing
Stock breakdown by region