SPDR MSCI USA Climate Paris Aligned ETFSPDR MSCI USA Climate Paris Aligned ETFSPDR MSCI USA Climate Paris Aligned ETF

SPDR MSCI USA Climate Paris Aligned ETF

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Key stats


Assets under management (AUM)
‪2.16 M‬USD
Fund flows (1Y)
‪173.94 K‬USD
Dividend yield (indicated)
6.43%
Discount/Premium to NAV
−0.02%
Shares outstanding
‪80.00 K‬
Expense ratio
0.10%

About SPDR MSCI USA Climate Paris Aligned ETF


Brand
SPDR
Home page
Inception date
Apr 21, 2022
Structure
Open-Ended Fund
Index tracked
MSCI USA Climate Paris Aligned Index
Management style
Passive
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
SSgA Funds Management, Inc.
Distributor
State Street Corp. (Fund Distributor)
NZUS takes a climate approach to investing in the US large- and mid-cap space by tracking an index geared toward a low-carbon economy transition. The index initially screens out stocks from the MSCI USA Index, that are involved in controversial weapons, tobacco, thermal coal mining, oil and gas, and power generation, as well as severe ESG controversies and environmental issues. The portfolio selection and weighting utilize an optimization process that minimizes exposure to physical and transition risks of climate change while providing exposure to sustainable investment opportunities. Optimization constraints include greenhouse gas intensity reduction, low carbon transition score, climate value-at-risk, green revenue, and fossil fuels-based revenue. The index also uses an optimizer to maintain the sector weighting in the parent index. NZUS uses a sampling strategy to track its index, which is rebalanced semi-annually.

Classification


Asset Class
Equity
Category
Sector
Focus
Theme
Niche
Low carbon
Strategy
ESG
Geography
U.S.
Weighting scheme
Multi-factor
Selection criteria
Market cap
What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Finance
Electronic Technology
Health Technology
Stock breakdown by region
0.3%97%1%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
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Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
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Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.

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