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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

專注於ESG的基金SUSA繼續增長,連續兩週位居榜首,風險債券下跌——ETF的贏家和輸家:中型股流動
Benzinga ·  2023/10/16 17:12

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.

根據etfdb.com的數據,我們對中型ETF-定義為管理資產(AUM)在20億美元至100億美元之間-進行了篩選,以確定哪些基金本週的淨資產變化最大。只考慮了非槓桿基金。

Winners

優勝者

iShares MSCI USA ESG Select ETF (NYSE:SUSA)

IShares MSCI USA ESG精選ETF(紐約證券交易所股票代碼:SUSA)

SPTS added $529.80 million in net assets over the trailing week.

SPTS在過去一週增加了5.298億美元的淨資產。

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精選ETF為廣泛的環境、社會和治理(ESG)評級較高的公司提供敞口。

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擁有45.2億美元的AUM,費用比率為0.25%。該基金持有185家公司的股份,其中最大的10家公司佔該基金的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

該基金最大的持有量是微軟公司(納斯達克:MSFT)和蘋果。(納斯達克代碼:AAPL)分別佔該基金的5.22%和5.22%

SUSA has added $952.00 million in net assets YTD.

Susa今年淨資產增加了9.52億美元。

SPDR Portfolio Aggregate Bond ETF (NYSE:SPAB)

SPDR投資組合集合債券ETF(紐約證券交易所代碼:SPAB)

SPAB added $266.40 million in net assets over the trailing week.

SPAB在過去一週增加了2.664億美元的淨資產。

The SPDR Portfolio Aggregate Bond ETF offers exposure to an average of the US investment-grade bond market.

SPDR Portfolio Aggregate Bond ETF提供了對美國投資級債券市場的平均敞口。

SPAB has $6.71 billion in AUM and an expense ratio of 0.03%.

SPAB擁有67.1億美元的AUM,費用比率為0.03%。

SPAB added $524.06 million in net assets, YTD.

今年以來,SPAB的淨資產增加了5.246億美元。

Losers

失敗者

Xtrackers USD High Yield Corporate Bond ETF (NYSE:HYLB)

Xtracker美元高收益公司債券ETF(紐約證券交易所股票代碼:HYLB)

HYLB lost $453.47 million in AUM on the week.

HYLB本週在AUM虧損4.5347億美元。

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.

Xtracker美元高收益公司債券ETF提供了所謂的公司垃圾債券敞口。這些債券提供了更高的收益率,以換取增加的風險。

HYLB has $3.22 billion in AUM and an expense ratio of 0.15%.

HYLB擁有32.2億美元的AUM,費用比率為0.15%。

YTD, HYLB has lost $1.04 billion in AUM.

YTD,HYLB在AUM上虧損了10.4億美元。

SPDR Bloomberg High Yield Bond ETF (NYSE:JNK)

SPDR彭博高收益債券ETF(紐約證券交易所代碼:JNK)

JNK lost $448.86 million in AUM on the week.

JNK本週在AUM虧損4.4886億美元。

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 Bloomberg高收益債券ETF提供對HYLB等公司垃圾債券的敞口。這些都是中等評級的債券,距離到期日至少一年。

JNK has $6.01 billion in AUM and an expense ratio of 0.40%.

JNK擁有60.1億美元的AUM,費用比率為0.40%。

YTD, JNK has lost $3.41 billion in AUM.

YTD,JNK在AUM上虧損了34.1億美元。

Featured photo by John O'Nolan on Unsplash

精選圖片由約翰·奧諾蘭在……上面不濺

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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