Customer Satisfaction 2018-11-22T12:37:19+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 09/30/18

Cumulative
1 month3 monthYTD
Index-0.10%6.48%11.06%
S&P 5000.57%7.71%10.56%
Annualized
1 Year3 Years5 Years10 YearsCommon Inception
18.86%16.18%15.99%16.20%13.31%
17.91%17.31%13.95%11.97%8.99%

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 09/30/18

Key Statistics

Price-to-Book Ratio 7.10
Price-to-Earnings Ratio 20.65
Price-to-Sales Ratio 2.92
Dividend Yield – TTM1.97%
Active Share (Weighted Average)77.26%

Risk Statistics (5 Years)

Excess Return2.05
Beta0.86
R-Squared83.61
Up Capture Ratio95.20
Down Capture Ratio63.02

Sector Allocations

Sector                                       Weight (%)

Consumer Discretionary24.58%
Consumer Staples10.97%
Energy0.21%
Financials13.16%
Health Care4.46%
Industrials11.20%
Information Technology14.36%
Real Estate0.21%
Materials0.21%
Telecom8.40%
Utilities12.24%

Top 10 Constituents             Weight (%)

Apple Inc5.66Southwest Airlines Co2.74
Amazon.com Inc5.30The Hershey Co2.47
Alphabet Inc Class C3.38Netflix Inc2.46
CenterPoint Energy Inc3.09Humana Inc2.41
United Parcel Service Inc Class B3.06Vonage Holdings Corp2.35

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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