IShares Core is selling for under 120.64 as of the 25th of November 2024; that is 0.12 percent decrease since the beginning of the trading day. The etf's lowest day price was 120.32. IShares Core 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 Core High are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund generally 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. More on iShares Core High
Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason
Transfer Agent
The Bank of New York Mellon Corporation
Fiscal Year End
30-Apr
Exchange
NYSE Arca, Inc.
Number of Constituents
82.0
Market Maker
Old Mission
Total Expense
0.08
Management Fee
0.08
Country Name
USA
Returns Y T D
21.65
Name
iShares Core High Dividend ETF
Currency Code
USD
Open Figi
BBG001LRJC70
In Threey Volatility
14.97
1y Volatility
8.12
200 Day M A
112.19
50 Day M A
118.25
Code
HDV
Updated At
25th of November 2024
Currency Name
US Dollar
iShares Core High [HDV] is traded in USA and was established 2011-03-29. The fund is classified under Large Value category within iShares family. The entity is thematically classified as High Dividend Yield ETFs. iShares Core High currently have 11.36 B in assets under management (AUM). , while the total return for the last 3 years was 11.3%.
Check IShares Core 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 Core High 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.
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 Core. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
When determining whether iShares Core High is a strong investment it is important to analyze IShares Core's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares Core's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Core High. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment.
You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
The market value of iShares Core High 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 Core's value that differs from its market value or its book value, called intrinsic value, which is IShares Core'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 Core's market value can be influenced by many factors that don't directly affect IShares Core'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 Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Core'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.