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Democratic Large Cap Core ETF (DEMZ)

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ISINUS00774Q3469
TER0.00%
ReplicationSynthetic
DistributionAccumulating
Launch Year2020
AUM$0.04 billion
ProviderDEMZ
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

Democratic Large Cap Core ETF Price Chart

Live Price (Delayed)
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Description

The index is a subset of the S&P 500ยฎ Index designed to provide exposure to large capitalization companies that make political contributions to Democratic Party candidates and political action committees above a certain threshold. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of companies included in the index.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ Loews Corp
4.19%
๐Ÿ“ˆ Automatic Data Processing Inc
3.77%
๐Ÿ“ˆ Amphenol Corporation
5.44%
๐Ÿ“ˆ Stryker Corporation
3.24%
๐Ÿ“ˆ Apple Inc
4.20%
๐Ÿ“ˆ Costco Wholesale Corp
4.48%
๐Ÿ“ˆ KLA-Tencor Corporation
2.84%
๐Ÿ“ˆ Meta Platforms Inc.
4.67%
๐Ÿ“ˆ Microsoft Corporation
5.60%
๐Ÿ“ˆ NVIDIA Corporation
5.55%

Sector Allocation

โšก Energy
0.00%
๐Ÿ”Œ Utilities
0.00%
๐Ÿ’Š Healthcare
6.86%
๐Ÿ’ป Technology
45.11%
๐Ÿ—๏ธ Industrials
4.67%
๐Ÿ˜๏ธ Real Estate
4.43%
๐Ÿ“Š Basic Materials
0.00%
๐Ÿ“Š Consumer Cyclicals
7.19%
๐Ÿ“Š Consumer Defensive
7.59%
๐Ÿ“Š Financial Services
9.51%
๐Ÿ“ก Communication Services
14.65%

Currency Exposure

๐Ÿ’ฐ Bond
0.00%
๐Ÿ’ฐ Cash
0.25%
๐Ÿ’ฐ Other
0.00%
๐Ÿ’ฐ Stock US
99.75%
๐Ÿ’ฐ Stock non-US
0.00%
๐Ÿ’ฐ NotClassified
0.00%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month17.34%
3 Months1.34%
6 Months1.70%
1 Year7.81%
3 Years70.14%
5 YearsN/A
Since Inception88.70%

๐Ÿ“Š Wealth Projection Calculator

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๐Ÿ’ธ
Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

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Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
Yes, it reinvests dividends.

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