Iq Winslow Focused Etf Profile

IWFG Etf  USD 48.80  0.49  0.99%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
IQ Winslow is trading at 48.80 as of the 28th of November 2024. This is a 0.99 percent decrease since the beginning of the trading day. The etf's lowest day price was 48.8. IQ Winslow 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 IQ Winslow Focused are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
IQ Winslow is entity of United States. It is traded as Etf on NYSE ARCA exchange. More on IQ Winslow Focused

Moving together with IWFG Etf

  1.0VUG Vanguard Growth IndexPairCorr
  1.0IWF iShares Russell 1000PairCorr
  0.99IVW iShares SP 500PairCorr
  0.99SPYG SPDR Portfolio SPPairCorr
  0.99IUSG iShares Core SPPairCorr
  1.0VONG Vanguard Russell 1000PairCorr

IWFG Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationSize And Style ETFs, Large Cap ETFs, Large Growth (View all Sectors)
IssuerNew York Life Investments
Inception Date2022-06-23
Entity TypeRegulated Investment Company
Asset Under Management10.84 Million
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Bank of New York Mellon Corporation
AdvisorNew York Life Investment Management LLC
CustodianThe Bank of New York Mellon Corporation
DistributorALPS Distributors, Inc.
Portfolio ManagerJustin H. Kelly, Patrick M. Burton, Peter A. Dlugosch
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year End30-Apr
ExchangeNYSE Arca, Inc.
Number of Constituents30.0
Market MakerCitadel
Total Expense1.98
Management Fee0.75
200 Day M A43.9502
Country NameUSA
50 Day M A47.1677
CodeIWFG
Updated At27th of November 2024
Returns Y T D37.35
NameIQ Winslow Focused Large Cap Growth ETF
Currency NameUS Dollar
Currency CodeUSD
Open FigiBBG018CPJGV2
TypeETF
1y Volatility15.59
IQ Winslow Focused [IWFG] is traded in USA and was established null. The fund is listed under Large Growth. The entity is thematically classified as Size And Style ETFs. IQ Winslow Focused currently have in assets under management (AUM). , while the total return for the last year was 43.0%.
Check IQ Winslow Probability Of Bankruptcy

Geographic Allocation (%)

Top IQ Winslow Focused Etf Constituents

APHAmphenolStockInformation Technology
BKNGBooking HoldingsStockConsumer Discretionary
TTTrane Technologies plcStockIndustrials
AVGOBroadcomStockInformation Technology
ADIAnalog DevicesStockInformation Technology
ORLYOReilly AutomotiveStockConsumer Discretionary
NOWServiceNowStockInformation Technology
HLTHilton Worldwide HoldingsStockConsumer Discretionary
More Details

IQ Winslow Focused Risk Profiles

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 IQ Winslow. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

IQ Winslow Against Markets

When determining whether IQ Winslow Focused is a strong investment it is important to analyze IQ Winslow'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 IQ Winslow's future performance. For an informed investment choice regarding IWFG 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 IQ Winslow Focused. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census.
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The market value of IQ Winslow Focused is measured differently than its book value, which is the value of IWFG that is recorded on the company's balance sheet. Investors also form their own opinion of IQ Winslow's value that differs from its market value or its book value, called intrinsic value, which is IQ Winslow'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 IQ Winslow's market value can be influenced by many factors that don't directly affect IQ Winslow'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 IQ Winslow's value and its price as these two are different measures arrived at by different means. Investors typically determine if IQ Winslow is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IQ Winslow'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.