Customer Satisfaction 2018-07-25T19:42:49+00:00
 
American Customer Satisfaction Investable Index

The American Customer Satisfaction Investable Index utilizes proprietary customer satisfaction scores to weight stocks within each sector by their relative customer satisfaction scores. The index utilizes customer satisfaction metrics for over 350 brands, representing over 150 large capitalization securities for inclusion in the index. Sector constraints are applied at the time of index rebalance with the intention of providing a diversified portfolio across all US sectors. All securities within the index are listed on a major US stock exchange and measured by the American Customer Satisfaction Index.

EXPLORE ETF

“The numbers that best define a company are the value of a satisfied customer and a dissatisfied customer. They must be multiplied by every other number in a financial statement to assess the business.” — Dr. Edward Deming

Trailing Performance

as of 06/30/18

Cumulative
1 month3 monthYTD
Index2.08%4.61%4.31%
S&P 5000.62%3.43%2.65%
Annualized
1 Year3 Years5 Years10 YearsCommon Inception
14.03%12.59%15.66%15.46%13.02%
14.37%11.93%13.42%10.17%8.52%

All information for an index prior to its Launch Date is back-tested, based on the methodology that was in effect on the Launch Date. Back-tested performance, which is hypothetical and not actual performance, is subject to inherent limitations because it reflects application of an Index methodology and selection of index constituents in hindsight. No theoretical approach can take into account all of the factors in the markets in general and the impact of decisions that might have been made during the actual operation of an index. Actual returns may differ from, and be lower than, back-tested returns.

Index Characteristics

as of 06/30/18

Key Statistics

Price-to-Book Ratio6.45
Price-to-Earnings Ratio20.73
Price-to-Sales Ratio2.86
Dividend Yield – TTM1.95%
Active Share (Weighted Average)76.35%

Risk Statistics (5 Years)

Excess Return2.23
Beta0.88
R-Squared84.89
Up Capture Ratio96.96
Down Capture Ratio68.01

Sector Allocations

Sector                                       Weight (%)

Consumer Discretionary23.32%
Consumer Staples9.88%
Energy0.54%
Financials15.51%
Health Care4.22%
Industrials8.18%
Information Technology16.69%
Real Estate0.55%
Materials0.51%
Telecom7.52%
Utilities13.08%

Top 10 Constituents             Weight (%)

Amazon.com Inc5.65Facebook Inc A2.77
Apple Inc5.12Vonage Holdings Corp2.72
CenterPoint Energy Inc3.24Humana Inc2.32
Alphabet Inc C3.12Southwest Airlines Co2.22
United Parcel Service Inc Class B2.91The Hershey Co2.17

All information for an index prior to its Launch Date is back-tested, based on the methodology that was in effect on the Launch Date. Back-tested performance, which is hypothetical and not actual performance, is subject to inherent limitations because it reflects application of an Index methodology and selection of index constituents in hindsight. No theoretical approach can take into account all of the factors in the markets in general and the impact of decisions that might have been made during the actual operation of an index. Actual returns may differ from, and be lower than, back-tested returns. Past performance is no guarantee of future returns. It is not possible to invest directly in an index. Please click here for definitions and additional disclosures.

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