Looking for broad exposure to the Consumer Staples - Broad segment of the equity market? You should consider the iShares U.S. Consumer Staples ETF (IYK), a passively managed exchange traded fund launched on June 12, 2000.
The beverage industry appears greatly undervalued relative to 11-year averages, while tobacco is significantly overvalued and exhibits the lowest quality score. IYK offers a compelling long-term alternative to XLP, with superior historical and risk-adjusted returns despite higher volatility and concentration risk. Four consumer staples stocks cheaper than their peers in August.
Designed to provide broad exposure to the Consumer Staples - Broad segment of the equity market, the iShares U.S. Consumer Staples ETF (IYK) is a passively managed exchange traded fund launched on June 12, 2000.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 66,583 | $4.63M | $4.98M | $345,463.94 | 7.46% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 1,260 | $84,155.4 | $94,147.2 | $9,991.8 | 11.87% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 136,573 | $9.92M | $10.17M | $244,478.85 | 2.46% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,314 | $443,882.98 | $467,867.4 | $23,984.42 | 5.4% |
| NA Nizar Araji National Bank Of Canada /FI/ | 10,649 | $694,978.85 | $792,924.54 | $97,945.69 | 14.09% |
| ARCA Exchange | US Country |
The company focuses on providing investment opportunities that primarily concentrate on the consumer staples sector within the U.S. equity market. It is committed to investing a significant portion of its assets in securities that are part of its underlying index or those with economic characteristics very similar to it. The aim is to replicate the performance of the consumer staples sector as closely as possible, providing investors with a targeted investment option within this segment. The company operates with a non-diversified status, indicating a focused investment approach rather than a broad market strategy.
Our offerings are designed to cater to investors looking to gain exposure to the consumer staples sector of the U.S. equity market through carefully selected investments.