iShares U.S. Equity Factor ETF (0IJ5)
XBER 
Summary
0IJ5 Chart
Is iShares U.S. Equity Factor ETF (LRGF) a Strong ETF Right Now?
Making its debut on 04/28/2015, smart beta exchange traded fund iShares U.S. Equity Factor ETF (LRGF) provides investors broad exposure to the Style Box - All Cap Value category of the market.
Is iShares U.S. Equity Factor ETF (LRGF) a Strong ETF Right Now?
A smart beta exchange traded fund, the iShares U.S. Equity Factor ETF (LRGF) debuted on 04/28/2015, and offers broad exposure to the Style Box - All Cap Value category of the market.
Is iShares U.S. Equity Factor ETF (LRGF) a Strong ETF Right Now?
Designed to provide broad exposure to the Style Box - All Cap Value category of the market, the iShares U.S. Equity Factor ETF (LRGF) is a smart beta exchange traded fund launched on 04/28/2015.
iShares U.S. Equity Factor ETF (0IJ5) FAQ
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iShares U.S. Equity Factor ETF Profile
| XBER Exchange | US Country |
Overview
The company is focused on providing investors with a methodical approach to equity investment, primarily targeting the U.S. market. By committing to invest at least 80% of its assets in the securities that make up its underlying index, the company adheres to a strategy designed to replicate the performance of a specific segment of the market. The underlying index consists of large- and mid-capitalization stocks from the STOXX USA 900, a broad market index representing a wide swath of the U.S. economy. The selection and weighting of the index's components are governed by an optimization process that aims to enhance exposure to five key investment factors: momentum, quality, value, low volatility, and size. This multifactor approach seeks to balance risk and reward by identifying securities that collectively offer a blend of these desirable attributes.
Products and Services
- Factor-Based Equity Investments
The cornerstone of the company's offering is its focus on factor-based equity investments. By concentrating on momentum, quality, value, low volatility, and size, the company aims to offer investors a diversified portfolio that balances growth potential with risk mitigation. These factor-based strategies are designed to outperform broader market indices over the long term by exploiting identified market inefficiencies.
- Index Replication Strategies
In addition to specific factor targeting, the company employs index replication strategies to closely match the performances of the STOXX USA 900 index. This involves investing in the component securities of the underlying index in proportion to their weighting within the index, as well as in investments that mimic the economic characteristics of these components. This strategy aims to provide investors with a transparent, cost-effective way to gain exposure to a broad cross-section of the U.S. equity market.
- Optimization Process for Asset Selection and Weighting
The company utilizes an optimization process to select and weight the components of its underlying index. This process is designed to maximize exposure to its five target factors while also considering the correlation between them to optimize the risk-return profile of the investment. This scientific approach to portfolio construction is fundamental to the company's value proposition, aiming to deliver enhanced returns with controlled risk.
