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Upturn AI SWOT - About
American Century Sustainable Growth ETF (ESGY)
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Upturn Advisory Summary
08/29/2025: ESGY (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 41.06% | Avg. Invested days 64 | 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 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.11 | 52 Weeks Range 45.34 - 60.61 | Updated Date 06/29/2025 |
52 Weeks Range 45.34 - 60.61 | Updated Date 06/29/2025 |
Upturn AI SWOT
American Century Sustainable Growth ETF
ETF Overview
Overview
The American Century Sustainable Growth ETF (ESGV) seeks long-term capital appreciation by investing in a diversified portfolio of U.S. companies exhibiting sustainable growth characteristics. It focuses on companies with strong financial health and positive environmental, social, and governance (ESG) practices.
Reputation and Reliability
American Century Investments has a long history and solid reputation in the investment management industry. They are known for their quantitative investment strategies and research-driven approach.
Management Expertise
The ETF is managed by a team of experienced investment professionals with expertise in sustainable investing and growth stock selection.
Investment Objective
Goal
To seek long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a quantitative, bottom-up approach to select companies demonstrating sustainable growth characteristics. It does not track a specific index but aims for superior returns through stock selection.
Composition The ETF primarily holds U.S. large- and mid-cap growth stocks. It also considers ESG factors in its investment decisions.
Market Position
Market Share: ESGV holds a relatively small market share compared to larger ESG ETFs.
Total Net Assets (AUM): 425438699
Competitors
Key Competitors
- IVV
- SPY
- VOO
- ESGU
- CRBN
Competitive Landscape
The sustainable investing ETF industry is highly competitive, with several large players offering similar products. ESGV differentiates itself through its quantitative approach and focus on sustainable growth. Advantages include a strong research-driven process, while disadvantages may be a smaller AUM relative to competitors.
Financial Performance
Historical Performance: Past performance is not indicative of future results, but data is available from fund factsheets for historical context. Array of values can be inputed here.
Benchmark Comparison: Comparisons to benchmarks should be made over similar time horizons to determine relative performance.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, allowing for relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and investor sentiment towards growth stocks and ESG investing can affect ESGV.
Growth Trajectory
ESGV's growth trajectory depends on its ability to attract assets and generate competitive returns in the sustainable growth sector.
Moat and Competitive Advantages
Competitive Edge
ESGV's competitive edge lies in its quantitative, bottom-up approach to identifying companies with sustainable growth characteristics. Their focus on financial health and positive ESG practices distinguishes it from index tracking funds. American Century's investment experience provides additional value. These factors combine to create a potentially unique and effective investment strategy.
Risk Analysis
Volatility
As a growth-oriented ETF, ESGV is expected to exhibit higher volatility than broader market ETFs.
Market Risk
Specific risks include market risk, sector concentration risk (growth stocks), and ESG integration risk.
Investor Profile
Ideal Investor Profile
ESGV is suitable for investors seeking long-term capital appreciation and who prioritize sustainable investing. It is beneficial for those comfortable with higher volatility and growth stock exposure.
Market Risk
ESGV is best suited for long-term investors who are looking for growth and want to invest in sustainable companies.
Summary
The American Century Sustainable Growth ETF (ESGV) aims for long-term capital appreciation through investing in sustainable growth companies. The ETF employs a quantitative approach focusing on financial health and ESG considerations. ESGV offers exposure to the growth stock market while prioritizing ESG, making it suitable for long-term investors who value sustainability. Its competitive advantage is its unique investment strategies compared to competitors, with average trading volume and tight bid-ask spread. ESGV's success is reliant on attracting assets, generating high returns, and maintaining cost-effectiveness.
Peer Comparison
Sources and Disclaimers
Data Sources:
- American Century Investments Website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.
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 Growth 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 growth and value 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. The fund is non-diversified.
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.