Ishares Us Equity Etf Profile
LRGF Etf | USD 53.80 0.43 0.81% |
Performance19 of 100
| Odds Of DistressLess than 9
|
IShares US is trading at 53.80 as of the 28th of March 2024. This is a 0.81 percent up since the beginning of the trading day. The etf's lowest day price was 53.47. IShares US has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for IShares US Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of March 2023 and ending today, the 28th of March 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 US Equity
Moving together with IShares Etf
0.98 | VTI | Vanguard Total Stock | PairCorr |
0.98 | SPY | SPDR SP 500 | PairCorr |
0.98 | IVV | IShares Core SP | PairCorr |
0.97 | VIG | Vanguard Dividend | PairCorr |
0.98 | VV | Vanguard Large-Cap Index | PairCorr |
0.93 | RSP | Invesco SP 500 | PairCorr |
1.0 | IWB | IShares Russell 1000 | PairCorr |
Moving against IShares Etf
0.75 | FXY | Invesco CurrencyShares | 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 US's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares US 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 | 1.76 Billion |
Average Trading Valume | 196,608.5 |
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 | 291 |
Market Maker | Jane Street |
Total Expense | 0.08 |
Management Fee | 0.08 |
Country Name | USA |
Returns Y T D | 10.88 |
Name | iShares U.S. Equity Factor ETF |
Currency Code | USD |
Open Figi | BBG008LNYFC4 |
In Threey Volatility | 17.48 |
1y Volatility | 13.79 |
200 Day M A | 46.5598 |
50 Day M A | 51.2129 |
Code | LRGF |
Updated At | 27th of March 2024 |
Currency Name | US Dollar |
IShares US Equity [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 US Equity now have 988.66 M in assets. , while the total return for the last 3 years was 11.2%.
Check IShares US 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 US Equity 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 US Equity Etf Constituents
COF | Capital One Financial | Stock | Financials |
AAPL | Apple Inc | Stock | Information Technology |
EXC | Exelon | Stock | Utilities |
VLO | Valero Energy | Stock | Energy |
PSX | Phillips 66 | Stock | Energy |
ACN | Accenture Plc | Stock | Information Technology |
GOOG | Alphabet Class C | Stock | Communication Services |
IShares US Target Price Odds Analysis
In reference to a normal probability distribution, the odds of IShares US jumping above the current price in 90 days from now is under 4%. The IShares US Equity probability density function shows the probability of IShares US etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days IShares US Equity has a beta of -0.1005. This indicates as returns on benchmark increase, returns on holding IShares US are expected to decrease at a much lower rate. During the bear market, however, IShares US Equity is likely to outperform the market. Additionally, iShares US Equity has an alpha of 0.1826, implying that it can generate a 0.18 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of IShares US to move above the current price in 90 days from now is under 4 (This IShares US Equity probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
IShares US 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 US Equity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares US market risk premium is the additional return an investor will receive from holding IShares US 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 US. 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 US's alpha and beta are two of the key measurements used to evaluate IShares US's performance over the market, the standard measures of volatility play an important role as well.
Risk Adjusted Performance | 0.1426 | |||
Jensen Alpha | 0.1826 | |||
Total Risk Alpha | 0.0107 | |||
Sortino Ratio | 0.0688 |
IShares US Against Markets
Picking the right benchmark for IShares US 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 US 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 US is critical whether you are bullish or bearish towards IShares US Equity at a given time. Please also check how IShares US'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 US 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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Fundamental AnalysisView fundamental data based on most recent published financial statements |
All Next | Launch Module |
How to buy IShares Etf?
Before investing in IShares US, 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 US. To buy IShares US etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares US. 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 US etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located IShares US Equity 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 US Equity 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 US Equity, 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 US guide.
Already Invested in IShares US Equity?
The danger of trading IShares US Equity 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 US 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 US. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile IShares US Equity 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 US Equity is a strong investment it is important to analyze IShares US'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 US'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 US Equity. 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 US Equity information on this page should be used as a complementary analysis to other IShares US'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 Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
Complementary Tools for IShares Etf analysis
When running IShares US's price analysis, check to measure IShares US's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IShares US is operating at the current time. Most of IShares US's value examination focuses on studying past and present price action to predict the probability of IShares US's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IShares US's price. Additionally, you may evaluate how the addition of IShares US to your portfolios can decrease your overall portfolio volatility.
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Fundamental Analysis View fundamental data based on most recent published financial statements |
The market value of IShares US Equity 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 US's value that differs from its market value or its book value, called intrinsic value, which is IShares US'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 US's market value can be influenced by many factors that don't directly affect IShares US'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 US's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares US is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares US'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.