IShares Currency is selling for under 35.70 as of the 30th of November 2024; that is 1.31 percent increase since the beginning of the trading day. The etf's last reported lowest price was 35.32. IShares Currency has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for iShares Currency Hedged are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The investment seeks to track the investment results of the MSCI EMU 100 percent Hedged to USD Index composed of large- and mid-capitalization equities from developed market countries which use the euro as their official currency while mitigating exposure to fluctuations between the value of the euro and the U.S. More on iShares Currency Hedged
Diane Hsiung, Jennifer Hsui, Orlando Montalvo, Greg Savage, Alan Mason
Transfer Agent
State Street Bank and Trust Company
Fiscal Year End
30-Jun
Exchange
NYSE Arca, Inc.
Number of Constituents
12.0
Market Maker
Flow Traders
Total Expense
1.12
Management Fee
0.62
Country Name
USA
Returns Y T D
8.03
Name
iShares Currency Hedged MSCI Eurozone ETF
Currency Code
USD
Open Figi
BBG006S5D508
In Threey Volatility
17.02
1y Volatility
11.85
200 Day M A
36.0229
50 Day M A
36.0389
Code
HEZU
Updated At
30th of November 2024
Currency Name
US Dollar
iShares Currency Hedged [HEZU] is traded in USA and was established 2014-07-09. The fund is listed under Europe Stock category and is part of iShares family. The entity is thematically classified as Target Risk ETFs. iShares Currency Hedged currently have 301.93 M in assets under management (AUM). , while the total return for the last 3 years was 7.7%.
Check IShares Currency Probability Of Bankruptcy
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 Currency Hedged 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.
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 Currency. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
When determining whether iShares Currency Hedged offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares Currency's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Currency Hedged Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Currency Hedged Etf:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Currency Hedged. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation.
You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
The market value of iShares Currency Hedged 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 Currency's value that differs from its market value or its book value, called intrinsic value, which is IShares Currency'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 Currency's market value can be influenced by many factors that don't directly affect IShares Currency'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 Currency's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Currency is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Currency'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.