Ishares Equity Factor Etf Profile
| LRGF Etf | USD 51.90 0.61 1.19% |
Performance7 of 100
| Odds Of DistressLess than 9
|
IShares Equity is trading at 51.90 as of the 23rd of April 2024. This is a 1.19% increase since the beginning of the trading day. The etf's lowest day price was 51.44. IShares Equity has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for iShares Equity Factor are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of March 2024 and ending today, the 23rd of April 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. More on iShares Equity Factor
Moving together with IShares Etf
| 1.0 | VTI | Vanguard Total Stock | PairCorr |
| 0.97 | SPY | SPDR SP 500 | PairCorr |
| 1.0 | IVV | iShares Core SP | PairCorr |
| 0.91 | VIG | Vanguard Dividend | PairCorr |
| 0.96 | VV | Vanguard Large Cap | PairCorr |
| 0.96 | RSP | Invesco SP 500 | PairCorr |
| 1.0 | IWB | iShares Russell 1000 | PairCorr |
IShares Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares Equity's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares Equity or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Broad Equity ETFs, Strategy ETFs, Large Blend, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2015-04-28 |
| Benchmark | STOXX U.S. Equity Factor Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 1.8 Billion |
| Average Trading Valume | 208,921.4 |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Strategy |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | BlackRock Fund Advisors |
| Custodian | State Street Bank and Trust Company |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 292 |
| Market Maker | Jane Street |
| Total Expense | 0.08 |
| Management Fee | 0.08 |
| Country Name | USA |
| Returns Y T D | 5.43 |
| Name | iShares U.S. Equity Factor ETF |
| Currency Code | USD |
| Open Figi | BBG008LNYFC4 |
| In Threey Volatility | 17.4 |
| 1y Volatility | 13.88 |
| 200 Day M A | 47.3438 |
| 50 Day M A | 52.3304 |
| Code | LRGF |
| Updated At | 23rd of April 2024 |
| Currency Name | US Dollar |
iShares Equity Factor [LRGF] is traded in USA and was established 2015-04-28. The fund is listed under Large Blend category and is part of iShares family. The entity is thematically classified as Broad Equity ETFs. iShares Equity Factor now have 988.66 M in assets. , while the total return for the last 3 years was 7.9%.
Check IShares Equity Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Equity Factor Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares Equity Factor Etf Constituents
| WMT | Walmart | Stock | Consumer Staples |
| GM | General Motors | Stock | Consumer Discretionary |
| INTC | Intel | Stock | Information Technology |
| KMB | Kimberly Clark | Stock | Consumer Staples |
| HUM | Humana Inc | Etf | Health Care |
| ACN | Accenture plc | Stock | Information Technology |
| NSC | Norfolk Southern | Stock | Industrials |
IShares Equity Target Price Odds Analysis
In reference to a normal probability distribution, the odds of IShares Equity jumping above the current price in 90 days from now is about 41.66%. The iShares Equity Factor probability density function shows the probability of IShares Equity etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the etf has a beta coefficient of 1.0804. This indicates iShares Equity Factor market returns are reactive to returns on the market. As the market goes up or down, IShares Equity is expected to follow. Additionally, iShares Equity Factor has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of IShares Equity to move above the current price in 90 days from now is about 41.66 (This iShares Equity Factor probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
IShares Equity Top Holders
| LPHKX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2045 |
| STLFX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2050 |
| LPSGX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2050 |
| LPJIX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2035 |
| LPRAX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date Retirement |
| LPHIX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2045 |
| LPHRX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2045 |
iShares Equity Factor Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares Equity market risk premium is the additional return an investor will receive from holding IShares Equity long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Equity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares Equity's alpha and beta are two of the key measurements used to evaluate IShares Equity's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0772 | |||
| Jensen Alpha | (0.0003) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | 0.0077 |
IShares Equity Against Markets
Picking the right benchmark for IShares Equity etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares Equity etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares Equity is critical whether you are bullish or bearish towards iShares Equity Factor at a given time. Please also check how IShares Equity's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in IShares Equity without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Theme Ratings Now
Theme RatingsDetermine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |
| All Next | Launch Module |
How to buy IShares Etf?
Before investing in IShares Equity, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares Equity. To buy IShares Equity etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares Equity. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase IShares Equity etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located iShares Equity Factor etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased iShares Equity Factor etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as iShares Equity Factor, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares Equity guide.
Already Invested in iShares Equity Factor?
The danger of trading iShares Equity Factor is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares Equity is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares Equity. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares Equity Factor is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether iShares Equity Factor is a strong investment it is important to analyze IShares Equity's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares Equity's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports: Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in iShares Equity Factor. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the iShares Equity Factor information on this page should be used as a complementary analysis to other IShares Equity's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
The market value of iShares Equity Factor is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Equity's value that differs from its market value or its book value, called intrinsic value, which is IShares Equity's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Equity's market value can be influenced by many factors that don't directly affect IShares Equity's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Equity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.