Summary
OEF Chart
Should iShares S&P 100 ETF (OEF) Be on Your Investing Radar?
Designed to provide broad exposure to the Large Cap Blend segment of the US equity market, the iShares S&P 100 ETF (OEF) is a passively managed exchange traded fund launched on October 23, 2000.
OEF: Earnings Growth Trends Don't Favor The Market's Top 100 Stocks
iShares S&P 100 ETF tracks the performance of the 100 largest S&P 500 Index stocks, essentially making it a very concentrated mega-cap growth ETF. Its expense ratio is 0.20%. Recent returns relative to S&P 500 Index ETFs like IVV are strong and rational, given the exceptional earnings growth top stocks like Nvidia and Alphabet have experienced. However, Wall Street consensus analysts indicate decelerating earnings growth for OEF and other concentrated cuts of the S&P 500 Index, including XLG and TOPT.
Should iShares S&P 100 ETF (OEF) Be on Your Investing Radar?
Launched on October 23, 2000, the iShares S&P 100 ETF (OEF) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.
iShares S&P 100 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 5,191 | $1.78M | $1.94M | $155,002.76 | 8.71% |
| PEP Philip E. Passafiume Protective Life Corp | 28 | $8,905.96 | $10,438.54 | $1,532.58 | 17.21% |
 Means Investment Company Means Investment Company Inc. | 8,447 | $2.57M | $3.15M | $576,326.38 | 22.4% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 17,015 | $5.41M | $6.34M | $935,211.28 | 17.29% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 667 | $212,495.6 | $248,160.68 | $35,665.08 | 16.78% |
iShares S&P 100 ETF (OEF) FAQ
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Does it pay dividends? What is the current yield?
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Has iShares S&P 100 ETF ever had a stock split?
iShares S&P 100 ETF Profile
| ARCA Exchange | US Country |
Overview
The provided company description outlines an investment fund that specializes in large-capitalization stocks within the U.S. equity market. The fund's strategy focuses on closely mirroring the performance of its underlying index, which is composed of large-cap U.S. stocks. To achieve its investment objective, the fund commits at least 80% of its assets to the securities that are part of its benchmark index. The remaining up to 20% of assets may be allocated to a mix of futures, options, swap contracts, and cash or cash equivalents for liquidity purposes and to engage in certain hedging strategies. This fund is characterized as non-diversified, meaning it may invest a larger portion of its assets in fewer securities, potentially increasing its risk and volatility compared to diversified funds.
Products and Services
- Large-Capitalization Stock Investments
- Derivatives and Hedging Instruments
- Cash and Cash Equivalents
This service involves investing primarily in large-cap U.S. stocks, aiming to replicate the performance of the fund's underlying large-capitalization equity market index. These investments typically focus on well-established companies with a high market capitalization, perceived as less risky compared to smaller companies.
The fund may allocate up to 20% of its assets to derivatives (such as futures and options) and swap contracts. This allows the fund to employ certain strategies for hedging, risk management, or to potentially enhance returns. This flexibility in investment strategy can be crucial in navigating market volatility and managing investment risk.
Investment in cash and cash equivalents is part of the fund's strategy to ensure liquidity and manage investment risk. These assets can be quickly converted to cash for investment opportunities or to meet redemption requests without significantly impacting the fund's market position. This allocation also aids in hedging strategies and ensuring the fund's stability during market downturns.
