Key stats
About SmartETFs Sustainable Energy II ETF
Home page
Inception date
Nov 11, 2020
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Guinness Atkinson Asset Management, Inc. (US)
Distributor
Foreside Fund Services LLC
SOLR is an ETF version of a mutual fund that launched in 2006. Both SOLR and the fund utilize a proprietary methodology, based on fundamental research, for stock selection. The adviser identifies global companies whose businesses are focused on renewable energy or improving energy efficiency along four key areas: energy generation, installation, displacement and electrification. Each stock is analyzed for consistency of cash flow, return on invested capital, profitability, and comparison to industry peers. The adviser selects a narrow basket, typically 35 holdings, and generally weights each position equally in the portfolio. Prior to January 4, 2022, the funds ticker was SULR.
Classification
What's in the fund
Exposure type
Producer Manufacturing
Electronic Technology
Utilities
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.