SDGA : Impact Shares Sustainable Development Goals Global Equity ETF

SDGA is a US Stocks Market Large Value with MODERATE fees.

SDGA

Impact Shares Sustainable Development Goals Global Equity ETF

FI Score

33 /100

Diversification Rating

3 /10

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

0 /10

Category Score

8 /10

Market Size

0 /10

33% FI Score
  • sdga
  • ETF
  • US Stocks
  • Large Value

Impact Shares Sustainable Development Goals Global Equity ETF

Expenses: 0.75% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks investment results that, before fees and expenses, track the performance of the Morningstar® Societal Development Index. The fund will, under normal circumstances, invest at least 80% of its total assets plus any borrowings for investment purposes in component securities of the underlying index. The underlying index is constructed using a rules based methodology to select companies with specific characteristics from the Morningstar® Global Markets Large-Mid Index (parent index). The fund is non-diversified.

Largest Holdings

Amount Holding
9.62% Microsoft Corporation
5.18% Nestle SA
5.16% Bank of America Corporation
4.74% The Procter & Gamble Company
4.62% Rogers Corporation
4.15% Merck & Co., Inc
4.08% Pfizer Inc
3.96% The Walt Disney Company
3.01% Starbucks Corporation
2.76% AbbVie Inc

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