Stance Sustainable Beta Etf Profile
| STSB Etf | USD 25.41 0.03 0.12% |
Performance14 of 100
| Odds Of DistressLess than 9
|
Stance Sustainable is trading at 25.41 as of the 14th of December 2024, a 0.12 percent decrease since the beginning of the trading day. The etf's open price was 25.44. Stance Sustainable 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. The performance scores are derived for the period starting the 17th of June 2024 and ending today, the 14th of December 2024. Click here to learn more.
The investment seeks to track the investment results of the Russell US Small Cap Factors Blend Style Index. Ishares Factors is traded on NYSEArca Exchange in the United States. More on Stance Sustainable Beta
Stance Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Large & Mid Caps ETFs, Large Blend, iShares (View all Sectors) |
| Issuer | Empowered Funds |
| Inception Date | 2024-11-14 |
| Benchmark | Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 17.23 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large & Mid Caps |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | U.S. Bancorp Fund Services, LLC |
| Advisor | Empowered Funds, LLC |
| Custodian | U.S. Bank, N.A. |
| Distributor | Quasar Distributors, LLC |
| Portfolio Manager | Bill Davis, Kyle Balkissoon |
| Transfer Agent | U.S. Bancorp Fund Services, LLC |
| Fiscal Year End | 31-Mar |
| Exchange | NASDAQ |
| Number of Constituents | 101 |
| Market Maker | Mirae Asset Securities |
| Total Expense | 0.49 |
| Management Fee | 0.49 |
| 200 Day M A | 25.4374 |
| Country Name | USA |
| 50 Day M A | 25.4374 |
| Code | STSB |
| Updated At | 14th of December 2024 |
| Name | Stance Sustainable Beta ETF |
| Currency Name | US Dollar |
| Currency Code | USD |
| Open Figi | BBG01QMWLPH9 |
| Type | ETF |
Stance Sustainable Beta [STSB] is traded in USA and was established 2020-04-14. The fund is listed under Large Blend category and is part of iShares family. The entity is thematically classified as Size And Style ETFs. Stance Sustainable Beta at this time have 7.25 M in assets. , while the total return for the last year was 59.46%.
Check Stance Sustainable 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 Stance Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Stance 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 Stance Sustainable Beta 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 Stance Sustainable Beta Etf Constituents
| MED | MEDIFAST INC | Stock | Consumer Staples | |
| OGS | One Gas | Stock | Utilities | |
| RH | RH | Stock | Consumer Discretionary | |
| WTRE | WisdomTree New Economy | Etf | Global Real Estate | |
| FIVN | Five9 Inc | Stock | Information Technology | |
| TDOC | Teladoc | Stock | Health Care | |
| CROX | Crocs Inc | Stock | Consumer Discretionary | |
| OESX | Orion Energy Systems | Stock | Industrials |
Stance Sustainable Beta 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 Stance Sustainable. 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 | 0.137 | |||
| Jensen Alpha | 0.0948 | |||
| Total Risk Alpha | 0.0312 | |||
| Sortino Ratio | 0.0288 |
Stance Sustainable Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Stance Sustainable Beta. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
The market value of Stance Sustainable Beta is measured differently than its book value, which is the value of Stance that is recorded on the company's balance sheet. Investors also form their own opinion of Stance Sustainable's value that differs from its market value or its book value, called intrinsic value, which is Stance Sustainable'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 Stance Sustainable's market value can be influenced by many factors that don't directly affect Stance Sustainable'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 Stance Sustainable's value and its price as these two are different measures arrived at by different means. Investors typically determine if Stance Sustainable is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Stance Sustainable'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.