Stance Equity Esg Etf Profile
| STNC Etf | USD 31.70 0.42 1.34% |
Performance9 of 100
| Odds Of DistressLess than 9
|
Stance Equity is trading at 31.70 as of the 22nd of November 2024, a 1.34 percent increase since the beginning of the trading day. The etf's open price was 31.28. Stance Equity 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 Stance Equity ESG are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of November 2023 and ending today, the 22nd of November 2024. Click here to learn more.
The fund is an actively managed exchange-traded fund that will invest, under normal circumstances at least 80 percent of the value of its net assets in exchange-traded equity securities of U.S. large capitalization issuers that meet environmental, social, and governance standards, as determined by its sub-adviser. More on Stance Equity ESG
Moving together with Stance Etf
| 0.91 | VTI | Vanguard Total Stock | PairCorr |
| 0.92 | SPY | SPDR SP 500 Aggressive Push | PairCorr |
| 0.92 | IVV | iShares Core SP | PairCorr |
| 0.96 | VIG | Vanguard Dividend | PairCorr |
| 0.91 | VV | Vanguard Large Cap | PairCorr |
| 0.96 | RSP | Invesco SP 500 | PairCorr |
Moving against Stance Etf
Stance Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Name | S&P/TSX North American Pref Stock Index (STNC.TO |
| Business Concentration | Large Cap ETFs, Size And Style ETFs, Large Blend, Stance (View all Sectors) |
| Issuer | Hennessy Advisors |
| Inception Date | 2021-03-15 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 102.56 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | U.S. Bancorp Fund Services, LLC |
| Advisor | Hennessy Advisors, Inc. |
| Custodian | U.S. Bank, N.A. |
| Distributor | Quasar Distributors, LLC |
| Portfolio Manager | Bill Davis, Kyle Balkissoon, Rafael Zayas, Ryan Dofflemeyer |
| Transfer Agent | U.S. Bancorp Fund Services, LLC |
| Fiscal Year End | 31-Aug |
| Exchange | NYSE Arca, Inc. |
| Market Maker | GTS |
| Total Expense | 0.95 |
| Management Fee | 0.95 |
| Country Name | USA |
| Returns Y T D | 12.75 |
| Name | Stance Equity ESG Large Cap Core ETF |
| Currency Code | USD |
| Open Figi | BBG01C4TFZ46 |
| In Threey Volatility | 16.77 |
| 1y Volatility | 13.56 |
| 200 Day M A | 29.8462 |
| 50 Day M A | 31.1165 |
| Code | STNC |
| Updated At | 22nd of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.07 |
| Type | ETF |
Stance Equity ESG [STNC] is traded in USA and was established 2021-03-12. The fund is listed under Large Blend category and is part of Stance family. The entity is thematically classified as Large Cap ETFs. Stance Equity ESG at this time have 40.12 M in assets. , while the total return for the last 3 years was 4.3%.
Check Stance Equity Probability Of Bankruptcy
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 Stance Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Stance 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 Stance Equity ESG 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.
Top Stance Equity ESG Etf Constituents
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| ALLE | Allegion PLC | Stock | Industrials | |
| DOV | Dover | Stock | Industrials | |
| EBAY | eBay Inc | Stock | Consumer Discretionary | |
| ETSY | Etsy Inc | Stock | Consumer Discretionary | |
| KR | Kroger Company | Stock | Consumer Staples | |
| LLY | Eli Lilly and | Stock | Health Care | |
| MCO | Moodys | Stock | Financials |
Stance Equity ESG 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 Stance Equity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0993 | |||
| Jensen Alpha | 0.0083 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.02) |
Stance Equity Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Stance Equity ESG. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
The market value of Stance Equity ESG is measured differently than its book value, which is the value of Stance that is recorded on the company's balance sheet. Investors also form their own opinion of Stance Equity's value that differs from its market value or its book value, called intrinsic value, which is Stance Equity'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 Stance Equity's market value can be influenced by many factors that don't directly affect Stance Equity'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 Stance Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Stance Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Stance Equity'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.