Ishares Msci Kld Etf Fundamentals
| DSI Etf | USD 114.66 0.35 0.31% |
iShares MSCI KLD fundamentals help investors to digest information that contributes to IShares MSCI's financial success or failures. It also enables traders to predict the movement of IShares Etf. The fundamental analysis module provides a way to measure IShares MSCI's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to IShares MSCI etf.
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iShares MSCI KLD ETF Beta Analysis
IShares MSCI's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current IShares MSCI Beta | 1.03 |
Most of IShares MSCI's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, iShares MSCI KLD is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
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In accordance with the recently published financial statements, iShares MSCI KLD has a Beta of 1.03. This is much higher than that of the iShares family and significantly higher than that of the Large Blend category. The beta for all United States etfs is notably lower than that of the firm.
iShares MSCI KLD Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining IShares MSCI's current stock value. Our valuation model uses many indicators to compare IShares MSCI value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across IShares MSCI competition to find correlations between indicators driving IShares MSCI's intrinsic value. More Info.iShares MSCI KLD is one of the top ETFs in price to earning as compared to similar ETFs. It also is one of the top ETFs in price to book as compared to similar ETFs fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for iShares MSCI KLD is roughly 6.10 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the IShares MSCI's earnings, one of the primary drivers of an investment's value.IShares Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses IShares MSCI's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of IShares MSCI could also be used in its relative valuation, which is a method of valuing IShares MSCI by comparing valuation metrics of similar companies.IShares MSCI is currently under evaluation in beta as compared to similar ETFs.
Fund Asset Allocation for IShares MSCI
The fund invests 99.72% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation divides IShares MSCI's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
IShares MSCI returns are very sensitive to returns on the market. As the market goes up or down, IShares MSCI is expected to follow.
IShares Fundamentals
| Price To Earning | 20.20 X | |||
| Price To Book | 3.31 X | |||
| Price To Sales | 2.07 X | |||
| Number Of Employees | 67 | |||
| Beta | 1.03 | |||
| Total Asset | 3.28 B | |||
| One Year Return | 32.70 % | |||
| Three Year Return | 9.80 % | |||
| Five Year Return | 15.70 % | |||
| Ten Year Return | 13.00 % | |||
| Net Asset | 3.28 B | |||
| Last Dividend Paid | 0.35 | |||
| Equity Positions Weight | 99.72 % |
About IShares MSCI Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze iShares MSCI KLD's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of IShares MSCI using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of iShares MSCI KLD based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund generally invests at least 90 percent of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. KLD 400 is traded on NYSEARCA Exchange in the United States.
Currently Active Assets on Macroaxis
When determining whether iShares MSCI KLD offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares MSCI's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Msci Kld Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Msci Kld Etf:Check out IShares MSCI Piotroski F Score and IShares MSCI Altman Z Score analysis. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of iShares MSCI KLD 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 MSCI's value that differs from its market value or its book value, called intrinsic value, which is IShares MSCI'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 MSCI's market value can be influenced by many factors that don't directly affect IShares MSCI'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 MSCI's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares MSCI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares MSCI'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.