Iq 50 Percent Etf Profile
| HFXI Etf | USD 26.63 0.01 0.04% |
Performance0 of 100
| Odds Of DistressLess than 9
|
IQ 50 is trading at 26.63 as of the 30th of November 2024. This is a 0.04 percent decrease since the beginning of the trading day. The etf's open price was 26.64. IQ 50 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 IQ 50 Percent are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
The underlying index is an equity benchmark of international stocks from developed markets, with approximately half of the currency exposure of the securities included in the underlying index hedged against the U.S. dollar on a monthly basis. IQ 50 is traded on NYSEARCA Exchange in the United States.. More on IQ 50 Percent
Moving together with HFXI Etf
| 0.96 | VEA | Vanguard FTSE Developed | PairCorr |
| 0.95 | IEFA | iShares Core MSCI | PairCorr |
| 0.95 | VEU | Vanguard FTSE All | PairCorr |
| 0.95 | EFA | iShares MSCI EAFE Aggressive Push | PairCorr |
| 0.95 | IXUS | iShares Core MSCI | PairCorr |
| 0.96 | SPDW | SPDR SP World | PairCorr |
Moving against HFXI Etf
HFXI Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Target Risk ETFs, Strategy ETFs, Foreign Large Blend, IndexIQ (View all Sectors) |
| Issuer | New York Life Investments |
| Inception Date | 2015-07-22 |
| Benchmark | FTSE Developed ex North America 50% hedged to USD Index |
| Entity Type | Regulated Investment Company |
| Average Trading Valume | 129,850 |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Target Risk |
| Market Concentration | Developed Markets |
| Region | Global ex-U.S. |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | New York Life Investment Management LLC |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | ALPS Distributors, Inc. |
| Portfolio Manager | Greg Barrato, Francis Ok |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 30-Apr |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 949 |
| Market Maker | Virtu Financial |
| Total Expense | 0.2 |
| Management Fee | 0.19 |
| Country Name | USA |
| Returns Y T D | 8.86 |
| Name | IQ 50 Percent Hedged FTSE International ETF |
| Currency Code | USD |
| Open Figi | BBG009NMJ5M0 |
| In Threey Volatility | 14.28 |
| 1y Volatility | 10.28 |
| 200 Day M A | 26.7994 |
| 50 Day M A | 27.0106 |
| Code | HFXI |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.17 |
IQ 50 Percent [HFXI] is traded in USA and was established 2015-07-22. The fund is listed under Foreign Large Blend category and is part of IndexIQ family. The entity is thematically classified as Target Risk ETFs. IQ 50 Percent currently have 223.29 M in assets under management (AUM). , while the total return for the last 3 years was 6.7%.
Check IQ 50 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 HFXI Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding HFXI 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 IQ 50 Percent 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.
IQ 50 Percent Currency Exposure
IQ 50 Percent holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IQ 50 will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in IQ 50 Percent.
Top IQ 50 Percent Etf Constituents
| 066570 | LG Electronics | Stock | Consumer Discretionary | |
| SOI | Soitec SA | Stock | Semiconductor Equipment & Materials | |
| AZJ | Aurizon Holdings | Stock | Industrials | |
| GLEN | Glencore PLC | Stock | Materials | |
| IAG | Insurance Australia Group | Stock | Financials | |
| NICE | Nice | Stock | Information Technology | |
| ELISA | Elisa Oyj | Stock | Communication Services | |
| FRE | Fresenius SE Co | Stock | Medical Care Facilities |
IQ 50 Top Holders
| MMRHX | Mainstay Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| MCKIX | Mainstay Servative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| MCKRX | Mainstay Servative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| MGDNX | Mainstay Moderate Growth | Mutual Fund | Allocation--70% to 85% Equity | |
| MGXNX | Mainstay Growth Allocation | Mutual Fund | Allocation--85%+ Equity | |
| MMRAX | Mainstay Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| MMRBX | Mainstay Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| MMRCX | Mainstay Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity |
IQ 50 Percent Risk Profiles
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 IQ 50. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.04) | |||
| Jensen Alpha | (0.11) | |||
| Total Risk Alpha | (0.17) | |||
| Treynor Ratio | (0.1) |
IQ 50 Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in IQ 50 Percent. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in interest. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
The market value of IQ 50 Percent is measured differently than its book value, which is the value of HFXI that is recorded on the company's balance sheet. Investors also form their own opinion of IQ 50's value that differs from its market value or its book value, called intrinsic value, which is IQ 50'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 IQ 50's market value can be influenced by many factors that don't directly affect IQ 50'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 IQ 50's value and its price as these two are different measures arrived at by different means. Investors typically determine if IQ 50 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IQ 50'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.