VanEck Vectors Environmental Services ETF (EVX US) – Portfolio Construction MethodologyThe underlying NYSE Arca Environmental Services Index offers rules-based exposure to U.S.-listed companies whose primary business is environmental services, including solid-waste collection, transfer and disposal, recycling, soil remediation, wastewater management and related consulting. Eligible common stocks and ADRs must trade on NYSE, NYSE American or Nasdaq, have market cap above 100 million USD and three-month avera ...

基金投资策略与构建方法论 - 基金追踪的标的指数为Indxx全球自然资源收益指数 该指数旨在筛选全球范围内50家支付股息的上市公司 这些公司需有至少50%的收入来自上游能源、材料、农业、水或木材相关活动[1] - 成分股筛选标准严格 要求过去12个月每股收益为正 过去三年每年均支付股息 且最近两年未削减股息 同时仅考虑规模足够大、流动性足够的上市证券[1] - 最终从合资格证券池中 选取股息收益率最高的50只证券 但五大资源类别中任一类别在指数中的权重上限为30%[1] - 指数采用自由流通市值加权 同时设有单个发行人权重上限9.9% 以及权重超过4.5%的成分股合计权重上限40% 超出部分的权重将按比例重新分配[1] - 指数每半年进行一次重构和再平衡 通常在三月和九月进行[1] 数据与深度分析平台 - 可通过提供的ETF分析平台链接 获取机构级别的深度洞察 包括业绩与风险指标、相关性、敏感性和因子暴露等分析[2]

Invesco S&P 500 Equal Weight Communication Services ETF (RSPC US) – Portfolio Construction MethodologyThe underlying S&P 500 Equal Weight Communication Services Plus Index targets equal-weight exposure to communication services companies, primarily from the S&P 500 but supplemented to maintain breadth. The core universe starts with the S&P 500, representing U.S. large-cap equities, and includes all constituents classified in the communication services sector under GICS. If, at a quarterly rebalance, fewer t ...

iShares Exponential Technologies ETF (XT US) – Portfolio Construction MethodologyThe underlying Morningstar Exponential Technologies Index targets global companies in the Morningstar Global Markets universe with analyst-assigned theme exposure to defined “exponential” technologies. Eligibility requires free-float market cap > USD 300m (USD 200m for existing) and 3-month ADTV ≥ USD 2m (≥ USD 1.5m existing), plus a theme exposure score ≥1 on at least one theme. Construction prioritizes up to the top 10 “theme ...