Ishares Equity Factor Etf Profile
LRGF Etf | USD 58.39 0.18 0.31% |
PerformanceVery Weak
| Odds Of DistressLow
|
IShares Equity is trading at 58.39 as of the 20th of March 2025. This is a 0.31 percent decrease since the beginning of the trading day. The etf's lowest day price was 57.94. IShares Equity 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. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. 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 Equity Factor
Moving together with IShares Etf
IShares Etf Highlights
Thematic Ideas | (View all Themes) |
Business Concentration | Broad Equity ETFs, Strategy ETFs, Large Blend, iShares (View all Sectors) |
Issuer | iShares |
Inception Date | 2015-04-28 |
Benchmark | STOXX U.S. Equity Factor Index |
Entity Type | Regulated Investment Company |
Asset Under Management | 2.27 Billion |
Average Trading Valume | 194,043.3 |
Asset Type | Equity |
Category | Broad Equity |
Focus | Strategy |
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 | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
Transfer Agent | State Street Bank and Trust Company |
Fiscal Year End | 31-Mar |
Exchange | NYSE Arca, Inc. |
Number of Constituents | 282 |
Market Maker | Jane Street |
Total Expense | 0.08 |
Management Fee | 0.08 |
Country Name | USA |
Returns Y T D | (2.67) |
Name | iShares U.S. Equity Factor ETF |
Currency Code | USD |
Open Figi | BBG008LNYFC4 |
In Threey Volatility | 16.88 |
1y Volatility | 11.71 |
200 Day M A | 59.0336 |
50 Day M A | 61.342 |
Code | LRGF |
Updated At | 20th of March 2025 |
Currency Name | US Dollar |
iShares Equity Factor [LRGF] is traded in USA and was established 2015-04-28. The fund is listed under Large Blend category and is part of iShares family. The entity is thematically classified as Broad Equity ETFs. iShares Equity Factor now have 988.66 M in assets. , while the total return for the last 3 years was 11.6%.
Check IShares Equity 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 Equity Factor 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.
Top iShares Equity Factor Etf Constituents
INTC | Intel | Stock | Information Technology | |
DUK | Duke Energy | Stock | Utilities | |
NSC | Norfolk Southern | Stock | Industrials | |
EXC | Exelon | Stock | Utilities | |
CVX | Chevron Corp | Stock | Energy | |
INTU | Intuit Inc | Stock | Information Technology | |
VLO | Valero Energy | Stock | Energy | |
COF | Capital One Financial | Stock | Financials |
IShares Equity Top Holders
LPHKX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2045 | |
STLFX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2050 | |
LPSGX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2050 | |
LPJIX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2035 | |
LPRAX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date Retirement | |
LPHIX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2045 | |
LPHRX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2045 | |
LPVKX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2055 |
iShares Equity Factor 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 Equity. 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 | (0.07) | |||
Jensen Alpha | (0.03) | |||
Total Risk Alpha | (0.01) | |||
Treynor Ratio | (0.11) |
IShares Equity Against Markets
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in iShares Equity Factor. 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 Fundamental Analysis module to view fundamental data based on most recent published financial statements.
The market value of iShares Equity Factor 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 Equity's value that differs from its market value or its book value, called intrinsic value, which is IShares Equity'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 Equity's market value can be influenced by many factors that don't directly affect IShares Equity'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 Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Equity'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.