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Upturn AI SWOT - About
American Century Sustainable Equity ETF (ESGA)
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Upturn Advisory Summary
10/10/2025: ESGA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 33.98% | Avg. Invested days 84 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 57.87 - 73.19 | Updated Date 06/30/2025 |
52 Weeks Range 57.87 - 73.19 | Updated Date 06/30/2025 |
Upturn AI SWOT
American Century Sustainable Equity ETF
ETF Overview
Overview
The American Century Sustainable Equity ETF (ESGA) seeks long-term capital appreciation by investing in companies with favorable sustainability profiles. It focuses on U.S. equities selected using ESG (Environmental, Social, and Governance) criteria.
Reputation and Reliability
American Century Investments is a well-established asset manager with a long history in the investment industry.
Management Expertise
American Century has a dedicated team of investment professionals specializing in sustainable investing.
Investment Objective
Goal
To provide long-term capital appreciation by investing in sustainable equity securities.
Investment Approach and Strategy
Strategy: The ETF uses a quantitative, rules-based approach to select companies with strong sustainability characteristics and favorable financial metrics.
Composition Primarily holds U.S. equities. Sector allocations are influenced by the ESG scoring methodology.
Market Position
Market Share: Data unavailable
Total Net Assets (AUM): 376422070
Competitors
Key Competitors
- ICLN
- ESGU
- VUSA
- DSI
Competitive Landscape
The sustainable equity ETF market is competitive, with many established players. ESGA competes based on its quantitative ESG approach and relatively lower expense ratio compared to some active funds. ESGA's smaller AUM may limit liquidity compared to larger competitors. ESGA benefits from a robust ESG-scoring strategy, whereas others simply track an index.
Financial Performance
Historical Performance: Historical financial performance data is readily available but varies based on the period observed.
Benchmark Comparison: ESGA aims to outperform the broader equity market by focusing on companies with strong ESG profiles. Benchmark: MSCI USA Index
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF exhibits a moderate average trading volume that may impact its liquidity, particularly for large trades.
Bid-Ask Spread
Bid-ask spreads are generally tight, though they can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards sustainable investing influence ESGA's performance. Growth in renewable energy and climate change awareness may enhance the ETF's returns.
Growth Trajectory
ESGA's growth is tied to increased investor interest in ESG-focused investments. Holdings may change to align with evolving ESG criteria.
Moat and Competitive Advantages
Competitive Edge
ESGA's advantage lies in its systematic, rules-based approach to ESG investing. It avoids subjective judgment and aims to deliver consistent results based on quantitative metrics. The lower expense ratio compared to some actively managed sustainable funds also enhances its appeal. This combination offers investors a cost-effective and transparent way to access sustainable equity investments.
Risk Analysis
Volatility
ESGA exhibits similar volatility to the broader equity market, potentially with slightly lower beta due to ESG screening.
Market Risk
The ETF is subject to market risk, including fluctuations in equity prices and sector-specific risks. ESG screening can mitigate certain risks but does not eliminate them entirely.
Investor Profile
Ideal Investor Profile
Ideal investors are those who want to align their investment portfolio with their values, especially those who place importance on ESG factors, and who seek long-term capital appreciation.
Market Risk
Suitable for long-term investors seeking sustainable equity exposure. May also appeal to passive index followers looking for an ESG alternative.
Summary
American Century Sustainable Equity ETF offers investors a way to invest in companies with strong ESG profiles. It uses a quantitative, rules-based approach to select holdings and aims to deliver long-term capital appreciation. The ETF is suitable for investors seeking sustainable equity exposure, a moderate level of risk, and a passive investment approach. Its competitive expense ratio and transparent methodology enhance its appeal.
Peer Comparison
Sources and Disclaimers
Data Sources:
- American Century Investments Website
- ETF.com
- Morningstar
Disclaimers:
Data is based on available information and is subject to change. Investment involves risk, including potential loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About American Century Sustainable Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stock's value and growth potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in securities of large capitalization companies.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.