IE00BDGV0C91
IE00BDGV0C91
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc
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About this ETF
Der UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc bildet den MSCI USA Select Factor Mix (CHF Hedged) Index nach. Der MSCI USA Select Factor Mix (CHF Hedged) Index bietet Zugang zu großen, mittelgroßen und kleinen US-amerikanischen Unternehmen. Die Unternehmen werden nach Faktoren wie Value, Qualität, Momentum, Volatilität, Größe und Dividendenrendite gewichtet. Währungsgesichert in Schweizer Franken (CHF).
TER
0.28%
Total Expense Ratio per year
Fund Size
€24.76M
Assets under management
Holdings
1,983
Underlying equities
Dividend Yield
0%
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
20.88
Weighted Fwd P/E
16.03
💰 Revenue Estimates
Current Year CY
+17.63% ⌀ 20 Analysts Coverage
Next Year NY
+23.46% ⌀ 20 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+24.67% ⌀ 21 Analysts Coverage
Next Year NY
+31.52% ⌀ 21 Analysts Coverage
Related ETFs
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
09/06/2017 (9 yrs)
Index Group
MSCI USA Region
-
Country
United States Sector
-
Strategy
Multi Factor Theme
-
Distribution Policy
Accumulating Replication
Optimized sampling Sustainable
No 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
13.8% p.a.
Max Drawdown (5Y)
-23.6%
Sharpe Ratio (5Y)
0.23
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € AUM)
⚠️ Elevated Regulatory & Policy Risk: 49% in heavily regulated industries (defense, regulated utilities, healthcare policy).