Fund Focus: USMV ETF Research Center

This A.I.-generated https://1investing.in/ suggests there is a high statistical probability that if USMV jumps, then VIG could also see price increases. The average market capitalization across the iShares MSCI USA Min Vol Factor ETF ETF is 116.28B. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index quotes are real-time. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams.

The aim of our models is to select the best ETFs within each risk category, so that investors can pick an ETF that matches their particular risk preference in order to better achieve their investment goals. You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating indiv idual securities. This fund can be used as an alternative to broad-based domestic equity funds, though the shallow nature of the underlying portfolio may be a concern.

And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. The Parent Pillar is our rating of USMV’s parent organization’s priorities and whether they’re in line with investors’ interests. The People Pillar is our evaluation of the USMV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

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The performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance data quoted. We sell different types of products and services to both investment professionals and individual investors.

Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. For more information regarding a fund’s investment strategy, please see the fund’s prospectus. This fund does not seek to follow a sustainable, impact or ESG investment strategy. The metrics do not change the fund’s investment objective or constrain the fund’s investable universe, and there is no indication that a sustainable, impact or ESG investment strategy will be adopted by the fund.

We’d like to share more about how we work and what drives our day-to-day business. © 2023 Market data provided is at least 15-minutes delayed and hosted by Barchart Solutions. Our team at ETF Database is committed to making our website the premier source of information on ETF investing with the world’s highest quality ETF tools, content, and resources. Enter the ETF’s ticker symbol in the box on the left, or immediately after the URL (e.g. etfrc.com/xyz to research xyz). Please see the “Determination of Net Asset Value” section of each Fund’s prospectus for additional information on the Fund’s valuation policies and procedures.

Average annual total returns are historical and include change in share value and reinvestment of dividends and capital gains, if any. Life of fund figures are reported as of the commencement date to the period indicated. Since ETFs are bought and sold at prices set by the market – which can result in a premium or discount to NAV- the returns calculated using market price can differ from those calculated using NAV . Investors should consider the potential benefits of a minimum volatility exchange traded fund strategy in an uneven market environment to better manage their core investment client portfolios in troub… The adjacent table gives investors an individual Realtime Rating for USMV on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The “A+ Metric Rated ETF” field, available to ETF Database Pro members, shows the ETF in the Large Cap Growth Equities with the highest Metric Realtime Rating for each individual field.

iShares MSCI USA Min Vol Factor ETF (USMV;TICKER_TYPE=F)

Get our overall rating based on a fundamental assessment of the pillars below. Information is provided ‘as is’ and solely for informational purposes, not for trading purposes or advice, and is delayed. Previewing the kind of insight and analysis that will be on display at Exchange, VettaFi vice… Fact sheets are issued by the ETF provider and framed by ETF Database. Information contained within the fact sheet is not guaranteed to be timely or accurate. ETF Database’s Financial Advisor Reports are designed as an easy handout for clients to explain the key information on a fund.

The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. MSCI has established an information barrier between equity index research and certain Information. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them.

Latest USMV News

If emissions in the global economy followed the same trend as the emissions of companies within the fund’s portfolio, global temperatures would ultimately rise within this band. This and other information can be found in the Funds’ prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages. This forward-looking metric is calculated based on a model, which is dependent upon multiple assumptions. Importantly, an ITR metric may vary meaningfully across data providers for a variety of reasons due to methodological choices (e.g., differences in time horizons, the scope of emissions included and portfolio aggregation calculations). Because the ITR metric is calculated in part by considering the potential for a company within the fund’s portfolio to reduce its emissions over time, it is forward-looking and prone to limitations. As a result, BlackRock publishes MSCI’s ITR metric for its funds in temperature range bands.

The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. Additional information about the sources, amounts, and terms of compensation can be found in the ETF’s prospectus and related documents. The vendor price is not necessarily the price at which the Fund values the portfolio holding for the purposes of determining its net asset value (the “valuation price”). Additionally, where applicable, foreign currency exchange rates with respect to the portfolio holdings denominated in non-U.S.

Since 1988 it has more than doubled the S&P 500 with an average gain of +24.27% per year. These returns cover a period from January 1, 1988 through April 3, 2023. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations.

USMV Price Prediction, iShares MSCI USA Min Vol Factor ETF AI Recommendations

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable USMV’s performance objective and investment process is for both security selection and portfolio construction. The MSCI USA Minimum Volatility Index is composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. IShares MSCI USA Minimum Volatility Index Fund is an exchange-traded fund incorporated in the USA. The Fund seeks to track the performance of the MSCI USA Minimum Volatility Index. The amounts shown above are as of the current prospectus, but may not include extraordinary expenses incurred by the Fund over the past fiscal year.

Any what is a line of credit and how does it work, charts and other information provided on this page are intended to help self-directed investors evaluate exchange traded products , including, but limited to exchange traded funds and exchange traded notes . Criteria and inputs entered, including the choice to make ETP comparisons, are at the sole discretion of the user and are solely for the convenience of the user. Analyst opinions, ratings and reports are provided by third-parties unaffiliated with Fidelity. Fidelity does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating ETPs. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use. Determine which securities are right for you based on your investment objectives, risk tolerance, financial situation and other individual factors and re-evaluate them on a periodic basis.

A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments.

The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties , nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited.

• For the same ETF, the average monthly price growth was 3%, and the average quarterly price growth was 4%.
• Top basket holdings are as of the date indicated and may not be representative of the funds current or future investments.
• On a weekly basis, VettaFi has sought to respond to advisor needs in a novel way.
• Low-volatility ETFs are in vogue as stock market volatility and uncertainty are not showing any signs of a slowdown.
• Provide specific products and services to you, such as portfolio management or data aggregation.

Perhaps a better use would be as a way to dial down the overall risk of an equity portfolio, essentially allowing investors to scale back their downside loss potential while still maintaining some up side. After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on the investor’s tax situation and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their fund shares through tax-deferred arrangements such as 401 plans or individual retirement accounts.

These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. The screening applied by the fund’s index provider may include revenue thresholds set by the index provider.

The investment seeks the investment results of the MSCI USA Minimum Volatility Index. The index measures the performance of large and mid-capitalization equity securities listed on stock exchanges in the U.S. that, in the aggregate, have lower volatility relative to the large- and mid-cap U.S. equity market. ETFs are subject to market fluctuation and the risks of their underlying investments. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund. At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system.

Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. This information should not be used to produce comprehensive lists of companies without involvement. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. For newly launched funds, Sustainability Characteristics are typically available 6 months after launch. The ITR metric estimates a fund’s alignment with the Paris Agreement temperature goal.

Everything you need to make investment decisions is now presented in a new dashboard view. According to strategists at BlackRock Inc., stock volatility will remain rife in the coming days. With elevated inflationary pressures and slowing economic growth, some fear that we are heading toward a period of stagflation, or a recession-inflation.

To view all of this data, sign up for a free 14-day trial for ETF Database Pro. To view information on how the ETF Database Realtime Ratings work, click here. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund’s market value exposure to the listed Business Involvement areas above. Before investing in any exchange traded product, you should consider its investment objective, risks, charges and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information.

BlackRock expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose. All data is from MSCI ESG Fund Ratings as of Mar 07, 2023, based on holdings as of Feb 28, 2023. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. The iShares MSCI USA Min Vol Factor ETF seeks to track the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The average weekly price growth across all stocks in the iShares MSCI USA Min Vol Factor ETF ETF was 0%. For the same ETF, the average monthly price growth was 3%, and the average quarterly price growth was 4%.

However, there is no guarantee that these estimates will be reached. The ITR metric is not a real time estimate and may change over time, therefore it is prone to variance and may not always reflect a current estimate. The ITR metric is calculated by looking at the current emissions intensity of companies within the fund’s portfolio as well as the potential for those companies to reduce its emissions over time.