Ishares Expanded Tech Etf Profile
| IGM Etf | USD 101.33 0.87 0.87% |
Performance14 of 100
| Odds Of DistressLess than 9
|
IShares Expanded is selling at 101.33 as of the 30th of November 2024; that is 0.87 percent increase since the beginning of the trading day. The etf's lowest day price was 100.68. IShares Expanded 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 Expanded Tech 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 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 Expanded Tech
Moving together with IShares Etf
| 0.99 | VGT | Vanguard Information | PairCorr |
| 0.98 | XLK | Technology Select Sector | PairCorr |
| 1.0 | IYW | iShares Technology ETF | PairCorr |
| 0.79 | SMH | VanEck Semiconductor ETF | PairCorr |
| 0.91 | CIBR | First Trust NASDAQ | PairCorr |
Moving against IShares Etf
IShares Etf Highlights
| Chairman | George Parker |
| Thematic Ideas | Showing 3 out of 5 themes |
| Business Concentration | SP TSX Composite, Dividend Beast, Robots And Drones, Strategy ETFs, Theme ETFs, Artificial Intelligence, Technology, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2001-03-13 |
| Benchmark | S&P North American Expanded Technology Sector Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 5.71 Billion |
| Average Trading Valume | 218,964.9 |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | JPMorgan Chase Bank, N.A. |
| Advisor | BlackRock Fund Advisors |
| Custodian | JPMorgan Chase Bank, N.A. |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Jennifer Hsui, Paul Whitehead, Greg Savage, Amy Whitelaw |
| Transfer Agent | JPMorgan Chase Bank, N.A. |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 284 |
| Market Maker | Citadel |
| Total Expense | 0.41 |
| Management Fee | 0.41 |
| Country Name | USA |
| Returns Y T D | 34.74 |
| Name | iShares Expanded Tech Sector ETF |
| Currency Code | USD |
| Open Figi | BBG000H13601 |
| In Threey Volatility | 24.45 |
| 1y Volatility | 17.62 |
| 200 Day M A | 91.0519 |
| 50 Day M A | 98.0388 |
| Code | IGM |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
iShares Expanded Tech [IGM] is traded in USA and was established 2001-03-13. The fund is classified under Technology category within iShares family. The entity is thematically classified as Dividend Beast. iShares Expanded Tech currently have 2.79 B in assets under management (AUM). , while the total return for the last 3 years was 11.9%.
Check IShares Expanded 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 Expanded Tech 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.
iShares Expanded Tech Currency Exposure
iShares Expanded Tech 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 Expanded 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 Expanded Tech.
Top iShares Expanded Tech Etf Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| INTC | Intel | Stock | Information Technology | |
| MA | Mastercard | Stock | Financials | |
| META | Meta Platforms | Stock | Communication Services |
IShares Expanded Top Holders
| LCAOX | Lazard Capital Allocator | Mutual Fund | Tactical Allocation | |
| LCAIX | Lazard Capital Allocator | Mutual Fund | Tactical Allocation | |
| SECT | Main Sector Rotation | Etf | Large Blend | |
| FSKKX | K2 Alternative Strategies | Mutual Fund | Multistrategy | |
| FASRX | K2 Alternative Strategies | Mutual Fund | Multistrategy |
iShares Expanded Tech 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 Expanded. 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 | 0.0982 | |||
| Jensen Alpha | 0.0094 | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | 0.01 |
IShares Expanded Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Expanded Tech. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
The market value of iShares Expanded Tech 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 Expanded's value that differs from its market value or its book value, called intrinsic value, which is IShares Expanded'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 Expanded's market value can be influenced by many factors that don't directly affect IShares Expanded'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 Expanded's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Expanded is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Expanded'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.