(500USD) Amundi Index Solutions - Ratings and Ratios

Amundi Index Solutions - Amundi S&P 500 UCITS ETF C USD (SW:500USD) is designed to replicate the performance of the S&P 500 Index, a benchmark that tracks 500 of the largest publicly traded companies in the U.S., representing about 80% of the total U.S. stock market capitalization. The fund employs a full replication strategy, meaning it holds all or a representative sample of the securities in the index to minimize tracking error. This approach ensures that the funds net asset value closely aligns with the indexs performance.

Domiciled in Luxembourg, the ETF is structured as a UCITS (Undertakings for the Collective Investment in Transferable Securities) compliant fund, which provides a regulated and tax-efficient vehicle for European investors. With an AUM of $4.0 billion, the fund offers significant liquidity and scale, making it a popular choice for investors seeking exposure to U.S. large-cap equities. The ETF is listed on the Swiss exchange under the ticker 500USD and is categorized as a US Large-Cap Blend equity ETF, providing broad diversification across sectors and market capitalization sizes within the U.S. market.

The funds expense ratio is designed to be cost-effective, leveraging Amundis scale as one of Europes largest asset managers to keep fees competitive. This makes it an attractive option for both retail and institutional investors seeking low-cost, passive exposure to the U.S. equity market. By tracking the Morningstar US Large-Mid NR USD Index, the ETF ensures that its portfolio reflects the performance of large- and mid-cap U.S. equities, offering a balanced exposure to growth and value opportunities.