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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

专注于ESG的基金SUSA继续增长,连续两周位居榜首,风险债券下跌——ETF的赢家和输家:中型股流动
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Unsplas

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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