Ishares Focused Value Etf Profile
| FOVL Etf | USD 61.22 0.69 1.14% |
Performance9 of 100
| Odds Of DistressLess than 9
|
IShares Focused is selling for 61.22 as of the 8th of May 2024. This is a 1.14 percent increase since the beginning of the trading day. The etf's lowest day price was 61.22. IShares Focused 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 Focused Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of February 2024 and ending today, the 8th of May 2024. Click here to learn more.
The underlying index measures the performance of large- and mid-capitalization U.S. companies with prominent value factor characteristics, as determined by Russell. Ishares Focused is traded on NYSEARCA Exchange in the United States. More on iShares Focused Value
Moving together with IShares Etf
| 0.63 | VOE | Vanguard Mid Cap | PairCorr |
| 0.71 | SDY | SPDR SP Dividend | PairCorr |
| 0.74 | IWS | iShares Russell Mid | PairCorr |
| 0.63 | COWZ | Pacer Cash Cows Sell-off Trend | PairCorr |
| 0.72 | IJJ | iShares SP Mid | PairCorr |
| 0.68 | DON | WisdomTree MidCap | PairCorr |
| 0.72 | MDYV | SPDR SP 400 | 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 Focused's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares Focused 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 | Size And Style ETFs, Broad Equity ETFs, Mid-Cap Value, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2019-03-19 |
| Benchmark | Focused Value Select Index (USD) |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 18.38 Million |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Size and Style |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Citibank, N.A. |
| Advisor | BlackRock Fund Advisors |
| Custodian | Citibank, N.A. |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Rachel Aguirre, Jennifer Hsui, Alan Mason, Greg Savage, Amy Whitelaw |
| Transfer Agent | Citibank, N.A. |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 44.0 |
| Market Maker | Latour Trading |
| Total Expense | 0.25 |
| Management Fee | 0.25 |
| Country Name | USA |
| Returns Y T D | 4.47 |
| Name | iShares Focused Value Factor |
| Currency Code | USD |
| Open Figi | BBG00NNQMF71 |
| In Threey Volatility | 21.76 |
| 1y Volatility | 22.95 |
| 200 Day M A | 55.4803 |
| 50 Day M A | 60.4333 |
| Code | FOVL |
| Updated At | 7th of May 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.19 |
iShares Focused Value [FOVL] is traded in USA and was established 2019-03-19. The fund is listed under Mid-Cap Value category and is part of iShares family. The entity is thematically classified as Size And Style ETFs. iShares Focused Value currently have 20.54 M in assets under management (AUM). , while the total return for the last 3 years was 5.6%.
Check IShares Focused Probability Of Bankruptcy
Geographic Allocation (%)
Top iShares Focused Value Etf Constituents
| KMI | Kinder Morgan | Stock | Energy |
| RS | Reliance Steel Aluminum | Stock | Materials |
| BAC | Bank of America | Stock | Financials |
| BPOP | Popular | Stock | Financials |
| HUN | Huntsman | Stock | Materials |
| ALL | The Allstate | Stock | Financials |
| ZION | Zions Bancorporation | Stock | Financials |
iShares Focused Value Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares Focused market risk premium is the additional return an investor will receive from holding IShares Focused 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 Focused. 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 Focused's alpha and beta are two of the key measurements used to evaluate IShares Focused's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0801 | |||
| Jensen Alpha | 0.0932 | |||
| Total Risk Alpha | 0.0071 | |||
| Sortino Ratio | 0.034 |
IShares Focused Against Markets
Picking the right benchmark for IShares Focused 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 Focused 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 Focused is critical whether you are bullish or bearish towards iShares Focused Value at a given time. Please also check how IShares Focused'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 Focused 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?
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How to buy IShares Etf?
Before investing in IShares Focused, 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 Focused. To buy IShares Focused etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares Focused. 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 Focused etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located iShares Focused Value 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 Focused Value 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 Focused Value, 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 Focused guide.
Already Invested in iShares Focused Value?
The danger of trading iShares Focused Value 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 Focused 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 Focused. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares Focused Value 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 Focused Value is a strong investment it is important to analyze IShares Focused'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 Focused's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports: Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares Focused Value. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in real. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
The market value of iShares Focused Value 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 Focused's value that differs from its market value or its book value, called intrinsic value, which is IShares Focused'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 Focused's market value can be influenced by many factors that don't directly affect IShares Focused'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 Focused's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Focused is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Focused'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.