Key stats
About Virtus Duff & Phelps Clean Energy ETF
Expense ratio
0.59%
Home page
Inception date
Aug 3, 2021
VCLN is actively managed to provide exposure to clean energy stocks from around the world. Companies from utilities, industrials, technology, and energy sectors should have at least 50% of their value in three clean energy business segments: (1) clean energy production, (2) provision of technology and equipment, and (3) transmission and distribution of clean energy. In identifying these businesses, stocks are evaluated based on their reported/estimated revenue, profits, assets, and capital expenditures dedicated to clean energy. A bottom-up, research-driven process is then employed to select the final portfolio. The fund identifies superior clean energy stocks using an in-depth fundamental business analysis, which includes a qualitative and quantitative assessment of investment outlook, regulatory and political events, and financial strength. Individual stocks are capped at 10%.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Utilities
Electronic Technology
Producer Manufacturing
Industrial Services
Stocks96.31%
Utilities40.59%
Electronic Technology24.73%
Producer Manufacturing16.04%
Industrial Services10.91%
Non-Energy Minerals4.04%
Bonds, Cash & Other3.69%
Cash3.69%
Stock breakdown by region
North America49.33%
Europe40.60%
Asia5.17%
Latin America4.91%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history