The issuer of the RAFE ETF, which seeks to track the investment results of the Index comprising equity securities from the MSCI USA Index meeting specific environmental, social, and governance (ESG) criteria, is dedicated to providing investors with an opportunity to align their investments with ESG principles. This issuer prioritizes responsible investing and transparency in its approach, allowing investors to support companies that demonstrate strong ESG practices while excluding those engaged in controversial businesses such as alcohol production, tobacco production, nuclear power, gambling, and weapons and firearm production. With a commitment to ESG values, this issuer aims to make a positive impact on the investment landscape and promote sustainability in the financial markets.
While the RAFE ETF primarily focuses on tracking companies meeting specific ESG criteria, its dividend distribution is influenced by the performance and dividend policies of the underlying companies within the index. Dividends from the RAFE ETF are typically distributed on a quarterly basis, aligning with the practices of the constituent companies. Investors in RAFE may benefit from a combination of capital appreciation and dividend returns due to the ESG-conscious selection of companies within the ETF.
Tracking innovative technology-driven companies in the U.S. equity market is the primary objective of the RAFE (Rapid Advancements in Future Enterprises) ETF. This ETF seeks to invest in large capitalization equity securities that utilize cutting-edge technologies or innovative ideas to gain a competitive edge over their peers. With a bottom-up investment process comprising macroeconomic analysis, fundamental research, and technical analysis, RAFE aims to provide investors exposure to companies poised for superior earnings growth, often driven by their innovative strategies and technologies. Additionally, up to 20% of the fund's assets may be allocated to securities of foreign issuers, including those in emerging markets, further diversifying its innovative portfolio.
Understanding the correlation of the RAFE ETF, with various market segments and asset classes is essential for investors seeking to gauge its performance and risk. As an actively managed exchange-traded fund, RAFE employs multiple income strategies, which can result in varying correlations with different benchmarks. Investors can utilize ETF Insider's web app to delve deeper into RAFE's correlations, enabling them to make informed investment decisions. The tool's simple visualization offers insights into the overlap between RAFE and other US ETFs, aiding in portfolio diversification and risk management.
The RAFE ETF operates primarily in the financial sector, with a focus on investments in various segments of the financial industry. This sector includes banks, insurance companies, and other financial institutions. By concentrating on the financial sector, the RAFE ETF provides investors with exposure to the performance and trends within this critical part of the economy. It's important to note that the financial sector can be influenced by factors such as interest rates, economic conditions, and regulatory changes, which can impact the performance of the RAFE ETF.
The RAFE ETF offers investors exposure to a diversified basket of domestic and international companies listed on major U.S. exchanges. With its investment approach based on Zacks Investment Research's proprietary strategy, the RAFE ETF aims to identify companies with high income potential and superior risk-return profiles. This ETF provides access to a wide range of large, medium, and small-sized companies, including U.S. listed common stocks, ADRs, real estate investment trusts (REITs), master limited partnerships (MLPs), closed-end funds, and traditional preferred stocks. RAFE's flexible investment strategy allows it to invest directly in underlying securities represented by depositary receipts when market conditions warrant, and it employs a full replication methodology to track its underlying index effectively. As of June 30, 2023, the ETF's portfolio was comprised of 149 constituents with market capitalizations spanning from $300 million to $289 billion. RAFE's concentration policy ensures prudent diversification, although its portfolio holdings may evolve over time, reflecting the ever-changing market landscape.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
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ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
