Stance Sustainable Beta Etf Profile
Equity ratings for STANCE SUSTAINABLE BETA are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
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RefreshSTANCE Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Name | Stance Sustainable Beta ETF |
| Business Concentration | Large & Mid Caps ETFs, Size And Style ETFs, Small 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 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 | 198 |
| Market Maker | Mirae Asset Securities |
| Total Expense | 0.49 |
| Management Fee | 0.49 |
| Nav Price | 47.43 |
| Two Hundred Day Average | 47.98 |
| Ytd | 19.94% |
| Average Daily Volume In Three Month | 1.32k |
| Fifty Two Week Low | 30.19 |
| As Of Date | 31st of July 2021 |
| Average Daily Volume Last 10 Day | 8.08k |
| Fifty Two Week High | 50.54 |
| One Month | -2.66% |
| Fifty Day Average | 48.19 |
| Three Month | 0.64% |
STANCE SUSTAINABLE BETA [STSB] is traded in USA and was established 2020-04-14. The fund is listed under Small Blend category and is part of iShares family. The entity is thematically classified as Large & Mid Caps ETFs. STANCE SUSTAINABLE BETA at this time have 7.25 M in assets. , while the total return for the last year was 59.46%.
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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.
STANCE SUSTAINABLE BETA Currency Exposure
STANCE SUSTAINABLE BETA 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 STANCE SUSTAINABLE 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 STANCE SUSTAINABLE BETA.
Top STANCE SUSTAINABLE BETA Etf Constituents
| WK | Workiva | Stock | Information Technology | |
| ARNC | Arconic | Stock | Industrials | |
| FTHM | Fathom Holdings | Stock | Real Estate | |
| OGS | One Gas | Stock | Utilities | |
| BLDR | Builders FirstSource | Stock | Industrials | |
| APPS | Digital Turbine | Stock | Information Technology | |
| RH | RH | Stock | Consumer Discretionary | |
| PIPR | Piper Sandler Companies | Stock | Financials |
STANCE SUSTAINABLE Against Markets
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STANCE SUSTAINABLE Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with STANCE SUSTAINABLE etf to make a market-neutral strategy. Peer analysis of STANCE SUSTAINABLE could also be used in its relative valuation, which is a method of valuing STANCE SUSTAINABLE by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
Check out World Market Map to better understand how to build diversified portfolios. 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 Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
Other Tools for STANCE Etf
When running STANCE SUSTAINABLE's price analysis, check to measure STANCE SUSTAINABLE's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy STANCE SUSTAINABLE is operating at the current time. Most of STANCE SUSTAINABLE's value examination focuses on studying past and present price action to predict the probability of STANCE SUSTAINABLE's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move STANCE SUSTAINABLE's price. Additionally, you may evaluate how the addition of STANCE SUSTAINABLE to your portfolios can decrease your overall portfolio volatility.
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