Ishares Esg Advanced Etf Profile
| HYXF Etf | USD 46.95 0.12 0.26% |
Performance12 of 100
| Odds Of DistressLess than 9
|
IShares ESG is trading at 46.95 as of the 28th of November 2024. This is a 0.26 percent increase since the beginning of the trading day. The etf's lowest day price was 46.7. IShares ESG has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for iShares ESG Advanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund generally will invest at least 90 percent of its assets in the component securities of the underlying index and may invest up to 10 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. High Yield is traded on NASDAQ Exchange in the United States.. More on iShares ESG Advanced
Moving together with IShares Etf
IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Corporate ETFs, High Yield ETFs, High Yield Bond, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2016-06-14 |
| Benchmark | Bloomberg MSCI US High Yield Choice ESG Screened Index (USD) |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 161.37 Million |
| Asset Type | Fixed Income |
| Category | Corporate |
| Focus | High Yield |
| 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 | James Mauro, Karen Uyehara |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Oct |
| Exchange | NASDAQ |
| Number of Constituents | 743 |
| Market Maker | Flow Traders |
| Total Expense | 0.35 |
| Management Fee | 0.35 |
| Country Name | USA |
| Returns Y T D | 8.67 |
| Name | iShares ESG Advanced High Yield Corporate Bond ETF |
| Currency Code | USD |
| Open Figi | BBG00D331HJ2 |
| In Threey Volatility | 9.1 |
| 1y Volatility | 6.49 |
| 200 Day M A | 45.8481 |
| 50 Day M A | 46.8602 |
| Code | HYXF |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.14) |
iShares ESG Advanced [HYXF] is traded in USA and was established 2016-06-14. The fund is listed under High Yield Bond category and is part of iShares family. The entity is thematically classified as Corporate ETFs. iShares ESG Advanced currently have 129.97 M in assets under management (AUM). , while the total return for the last 3 years was 3.0%.
Check IShares ESG Probability Of Bankruptcy
Geographic Allocation (%)
iShares ESG Advanced Currency Exposure
iShares ESG Advanced 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 IShares ESG 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 iShares ESG Advanced.
IShares ESG Top Holders
| MMREX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity | |
| MMCEX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity | |
| MMAEX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity | |
| MMPEX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity | |
| MMTEX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity |
iShares ESG Advanced 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 IShares ESG. 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 | 0.0894 | |||
| Jensen Alpha | 0.0083 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.49) |
IShares ESG Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares ESG Advanced. 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 Money Managers module to screen money managers from public funds and ETFs managed around the world.
The market value of iShares ESG Advanced 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 ESG's value that differs from its market value or its book value, called intrinsic value, which is IShares ESG'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 ESG's market value can be influenced by many factors that don't directly affect IShares ESG'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 ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares ESG'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.