ESG-Focused Fund SUSA Continues To Grow, Topping The Chart Two Weeks In A Row, Risky Bonds Fall - ETF Winners And Losers: Mid-Cap Flows
ESG-Focused Fund SUSA Continues To Grow, Topping The Chart Two Weeks In A Row, Risky Bonds Fall - ETF Winners And Losers: Mid-Cap Flows
We performed a screening of medium-cap ETFs – defined as having Assets Under Management (AUM) between $2 billion and $10 billion – to determine what funds had the largest change in net assets on the week, according to data from etfdb.com. Only non-leveraged funds were considered.
根据etfdb.com的数据,我们对中型股交易所买卖基金(定义为管理的资产(AUM)在20亿至100亿美元之间进行了筛选,以确定哪些基金本周净资产变化最大。只考虑非杠杆基金。
Winners
赢家
iShares MSCI USA ESG Select ETF (NYSE:SUSA)
iShares 摩根士丹利资本国际美国ESG精选ETF (纽约证券交易所代码:SUSA)
SPTS added $529.80 million in net assets over the trailing week.
SPTS在过去一周增加了5.298亿美元的净资产。
The iShares MSCI USA ESG Select ETF offers exposure to a wide breadth of companies with high Environmental, Social, and Governance (ESG) ratings.
iShares MSCI USA ESG Select ETF为众多环境、社会和治理(ESG)评级较高的公司提供投资机会。
SUSA has $4.52 billion in AUM and an expense ratio of 0.25%. The fund has holdings in 185 companies, with the 10 largest comprising 26.12% of the fund.
SUSA拥有45.2亿美元的资产管理规模,支出比率为0.25%。该基金持有185家公司,其中最大的10家公司占该基金的26.12%。
The fund's largest holdings are Microsoft Corporation (NASDAQ:MSFT) and Apple Inc. (NASDAQ:AAPL) making up 5.22% and 5.22% of the fund, respectively
该基金最大的持股量是 微软公司 (纳斯达克股票代码:MSFT)和 苹果公司 纳斯达克股票代码:AAPL)分别占该基金的5.22%和5.22%
SUSA has added $952.00 million in net assets YTD.
SUSA年初至今增加了9.52亿美元的净资产。
SPDR Portfolio Aggregate Bond ETF (NYSE:SPAB)
SPDR投资组合聚合债券ETF (纽约证券交易所代码:SPAB)
SPAB added $266.40 million in net assets over the trailing week.
在过去的一周里,SPAB增加了2.664亿美元的净资产。
The SPDR Portfolio Aggregate Bond ETF offers exposure to an average of the US investment-grade bond market.
SPDR Portfolio Aggregate Bond ETF提供对美国投资级债券市场平均水平的敞口。
SPAB has $6.71 billion in AUM and an expense ratio of 0.03%.
SPAB拥有67.1亿美元的资产管理规模,支出比率为0.03%。
SPAB added $524.06 million in net assets, YTD.
年初至今,SPAB增加了5.2406亿美元的净资产。
Losers
失败者
Xtrackers USD High Yield Corporate Bond ETF (NYSE:HYLB)
Xtrackers美元高收益公司债券ETF (纽约证券交易所代码:HYLB)
HYLB lost $453.47 million in AUM on the week.
HYLB本周资产管理规模亏损4.5347亿美元。
The Xtrackers USD High Yield Corporate Bond ETF offers exposure to so-called corporate junk bonds. These offer increased yields in exchange for the added risk.
Xtrackers美元高收益公司债券ETF提供所谓的公司垃圾债券敞口。它们提供了更高的收益率以换取额外的风险。
HYLB has $3.22 billion in AUM and an expense ratio of 0.15%.
HYLB的资产管理规模为32.2亿美元,支出比率为0.15%。
YTD, HYLB has lost $1.04 billion in AUM.
年初至今,HYLB的资产管理规模已经损失了10.4亿美元。
SPDR Bloomberg High Yield Bond ETF (NYSE:JNK)
SPDR 彭博高收益债券ETF (纽约证券交易所代码:JNK)
JNK lost $448.86 million in AUM on the week.
JNK本周资产管理规模亏损4.486亿美元。
The SPDR Bloomberg High Yield Bond ETF offers exposure to corporate junk bonds, like HYLB. These are middle-rated bonds with a minimum of one year to maturity.
SPDR彭博高收益债券ETF提供公司垃圾债券敞口,例如HYLB。这些是中等评级债券,到期日至少一年。
JNK has $6.01 billion in AUM and an expense ratio of 0.40%.
JNK拥有60.1亿美元的资产管理规模,支出比率为0.40%。
YTD, JNK has lost $3.41 billion in AUM.
年初至今,JNK的资产管理规模损失了34.1亿美元。
Featured photo by John O'Nolan on Unsplash
精选照片来自约翰·奥诺兰 上Unsplas