IE000RSCXLM4
IE000RSCXLM4
US Equity Active UCITS ETF
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About this ETF
The ETF invests in US stocks and seeks to generate a higher long-term return than the S&P 500. The stocks included are filtered according to ESG criteria (environmental, social and corporate governance).
TER
0.39%
Total Expense Ratio per year
Fund Size
€54.87M
Assets under management
Holdings
85
Underlying equities
Dividend Yield
0%
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
24.3
Weighted Fwd P/E
17.47
💰 Revenue Estimates
Current Year CY
+28.73% ⌀ 34 Analysts Coverage
Next Year NY
+19.88% ⌀ 34 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+36.03% ⌀ 30 Analysts Coverage
Next Year NY
+23.21% ⌀ 32 Analysts Coverage
Related ETFs
ETF Profile
Provider
Fund Type
ETF Type
Actively Managed Inception Date
01/18/2024 (2 yrs)
Index Group
JP Morgan US Equity Active Region
-
Country
United States Sector
-
Strategy
Social / Environmental Theme
-
Distribution Policy
Accumulating Replication
Full replication Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
3Y Volatility
14.3% p.a.
Max Drawdown (3Y)
-18.7%
Sharpe Ratio (3Y)
1.07
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) Solid fund volume
⚠️ Sector concentration: 39% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 39% in heavily regulated industries (defense, regulated utilities, healthcare policy).