For investors seeking momentum, iShares International Developed Low Volatility ETF IDLV is probably on the radar. The fund just hit a 52-week high and is up 18.4% from its 52-week low of $27.11 per share.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,394 | $179,444.74 | $190,731.84 | $11,287.1 | 6.29% |
Brian Baylis Bell Investment Advisors Inc. | 202,901 | $6.03M | $7.17M | $1.14M | 18.94% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 52 | $1,758.15 | $1,841.32 | $83.17 | 4.73% |
Candace Cavalier Congress Wealth Management LLC / DE / | 37,027 | $971,487.19 | $1.31M | $340,934.82 | 35.09% |
Lukas Lindgren Abound Wealth Management | 178 | $6,133 | $6,294.08 | $161.08 | 2.63% |
| ARCA Exchange | US Country |
The fund operates as an investment vehicle, allocating its resources primarily into a diversified portfolio of securities. These securities are specifically selected from the S&P Developed ex-U.S. & Korea LargeMidCap Index, comprising the 200 least volatile stocks. This strategic selection is aimed at measuring the performance of these less volatile assets, potentially offering investors a more stable investment option in international markets. The underlying index, meticulously compiled, maintained, and calculated by S&P Dow Jones Indices (S&P DJI), offers a comprehensive representation of the market's less volatile segment, thus serving as a foundational element for the fund's investment strategy.
This service involves the fund allocating at least 90% of its total assets into securities that are part of the underlying index. These securities are characterized by their lower volatility compared to the broader market, focusing on the S&P Developed ex-U.S. & Korea LargeMidCap Index's 200 least volatile stocks. This approach aims to provide investors with a more stable investment option, potentially reducing the impact of market volatility on their portfolio.
The fund provides its investors with the advantage of leveraging the expertise of S&P Dow Jones Indices in compiling, maintaining, and calculating the underlying index. S&P DJI's rigorous methodology ensures the index accurately reflects the performance of its constituents, offering a reliable metric for the fund's target investments. This partnership allows investors to benefit from a well-informed investment strategy, guided by one of the leading index providers in the world.