Amundi
MWOK.DE
IE000VML2GZ3
Amundi MSCI USA ESG Selection Extra UCITS ETF DR - USD
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About this ETF

The Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A) seeks to track the MSCI USA Select ESG Rating and Trend Leaders index. The MSCI USA Select ESG Rating & Trend Leaders index tracks companies with a robust ESG profile relative to their sector and a positive trend to improve this profile. The index is based on the MSCI USA Index, which covers US large and mid cap stocks. Companies from ESG sensitive sectors or their products or activities that could have a negative impact on society or the environment are excluded.

TER
0.1%

Total Expense Ratio per year

Fund Size
€553.77M

Assets under management

Holdings
280

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
25.13
Weighted Fwd P/E
18.59
💰 Revenue Estimates
Current Year CY
+27.04% ⌀ 34 Analysts Coverage
Next Year NY
+22.58% ⌀ 35 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+34.49% ⌀ 31 Analysts Coverage
Next Year NY
+36.92% ⌀ 31 Analysts Coverage

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ETF Profile
Provider
Amundi
Amundi
Fund Type
ETF
Inception Date
11/03/2022 (3 yrs)
Index Group
MSCI USA
Region
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
15.4% p.a.
Max Drawdown (5Y)
-20.0%
Sharpe Ratio (5Y)
1.33
Beta Factor
1.09
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Elevated top 10 holdings concentration: 46% of fund in top 10 positions.
⚠️ Sector concentration: 40% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 38% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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