Ishares Msci Usa Etf Profile
| USMV Etf | USD 94.55 0.11 0.12% |
Performance9 of 100
| Odds Of DistressLess than 9
|
IShares MSCI is selling for under 94.55 as of the 30th of November 2024; that is 0.12 percent increase since the beginning of the trading day. The etf's lowest day price was 94.45. IShares MSCI has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for iShares MSCI USA 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.
The fund 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. USA Min is traded on BATS Exchange in the United States.. More on iShares MSCI USA
Moving together with IShares Etf
IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Volatility ETFs, Broad Equity ETFs, Large Blend, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2011-10-18 |
| Benchmark | MSCI USA Minimum Volatility (USD) Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 24.31 Billion |
| Average Trading Valume | 1.95 Million |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Volatility |
| 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 | Jennifer Hsui, Paul Whitehead, Greg Savage, Amy Whitelaw |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Jul |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 188 |
| Market Maker | Citadel |
| Total Expense | 0.15 |
| Management Fee | 0.15 |
| Country Name | USA |
| Returns Y T D | 22.55 |
| Name | iShares MSCI USA Min Vol Factor ETF |
| Currency Code | USD |
| Open Figi | BBG0025X2FJ1 |
| In Threey Volatility | 13.75 |
| 1y Volatility | 9.36 |
| 200 Day M A | 86.2307 |
| 50 Day M A | 91.8186 |
| Code | USMV |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
iShares MSCI USA [USMV] is traded in USA and was established 2011-10-18. The fund is listed under Large Blend category and is part of iShares family. The entity is thematically classified as Volatility ETFs. iShares MSCI USA at this time have 29.35 B in net assets. , while the total return for the last 3 years was 8.8%.
Check IShares MSCI 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 MSCI USA 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 MSCI USA Etf Constituents
| MRK | Merck Company | Stock | Health Care | |
| BDX | Becton Dickinson and | Stock | Health Care | |
| LMT | Lockheed Martin | Stock | Industrials | |
| MA | Mastercard | Stock | Financials | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| SYK | Stryker | Stock | Health Care | |
| TMUS | T Mobile | Stock | Communication Services | |
| FISV | Fiserv Inc | Stock | Information Technology |
IShares MSCI Top Holders
| ASTLX | Astor Longshort Fund | Mutual Fund | Tactical Allocation | |
| RHTX | Starboard Investment Trust | Etf | Tactical Allocation | |
| NFDIX | Newfound Risk Managed | Mutual Fund | Tactical Allocation | |
| SPUSX | Symmetry Panoramic Equity | Mutual Fund | Large Blend | |
| ARAAX | Horizon Active Risk | Mutual Fund | Tactical Allocation | |
| ARANX | Horizon Active Risk | Mutual Fund | Tactical Allocation | |
| ACRIX | Horizon Active Risk | Mutual Fund | Tactical Allocation | |
| ACMDX | Absolute Capital Defender | Mutual Fund | Tactical Allocation |
iShares MSCI USA 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 MSCI. 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 | 0.0978 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.11) |
IShares MSCI Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iShares MSCI USA. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.
The market value of iShares MSCI USA 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 MSCI's value that differs from its market value or its book value, called intrinsic value, which is IShares MSCI'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 MSCI's market value can be influenced by many factors that don't directly affect IShares MSCI'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 MSCI's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares MSCI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares MSCI'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.