LU1589349734
LU1589349734
Amundi MSCI USA Minimum Volatility Factor UCITS ETF (C)
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About this ETF
The Amundi MSCI USA Minimum Volatility Factor UCITS ETF DR seeks to track the MSCI USA Minimum Volatility index. The MSCI USA Minimum Volatility index tracks an optimized portfolio that includes a selection of stocks where volatility is among the lowest in the MSCI USA. The MSCI USA index tracks large cap US stocks.
TER
0.18%
Total Expense Ratio per year
Fund Size
€35.02M
Assets under management
Holdings
27
Underlying equities
Dividend Yield
-
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
22.52
Weighted Fwd P/E
16.03
💰 Revenue Estimates
Current Year CY
+17.97% ⌀ 30 Analysts Coverage
Next Year NY
+13.01% ⌀ 31 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+31.89% ⌀ 30 Analysts Coverage
Next Year NY
+126.39% ⌀ 30 Analysts Coverage
Related ETFs
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF
8.16 EUR
TER 0.2% 1Y +10.5%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
04/10/2017 (9 yrs)
Index Group
MSCI USA Region
-
Country
United States Sector
-
Strategy
Minimum Variance Strategy Theme
-
Distribution Policy
Accumulating Replication
Swap-based Unfunded Sustainable
No 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
15.1% p.a.
Max Drawdown (5Y)
-15.8%
Sharpe Ratio (5Y)
0.36
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € AUM)
⚠️ Elevated top 10 holdings concentration: 60% of fund in top 10 positions.
⚠️ Sector concentration: 41% in "Technology".
ℹ️ Tech-Capex Exposure: 32% in semiconductors & hardware – dependent on hyperscaler capex cycles.