IUSV Profile
iShares Core S&P U.S. Value ETF is an exchange-traded fund designed to provide investors with exposure to U.S. value stocks by tracking the performance of its underlying index. The fund typically invests at least 80% of its total assets in the component securities that make up the index. These securities represent companies that are considered undervalued relative to their intrinsic worth, with potential for price appreciation as market conditions adjust.
The ETF focuses on value stocks, which are typically characterized by lower price-to-earnings ratios, higher dividend yields, and strong fundamentals compared to the broader market. By targeting these value-oriented companies, the fund aims to offer investors an opportunity to benefit from the market’s recognition of these stocks’ true value over time. The index encompasses a diverse range of sectors, capturing a broad spectrum of U.S. companies with attractive valuation metrics.
In addition to its core investments in index components, the iShares Core S&P U.S. Value ETF may allocate up to 20% of its assets to various financial instruments, including futures, options, and swap contracts. This allocation is used to enhance portfolio management, hedge against market risks, or adjust exposure to specific factors. The fund also holds cash and cash equivalents to ensure liquidity and flexibility in its investment strategy.
The fund’s management strategy ensures that its performance remains closely aligned with that of the index, leveraging both direct equity investments and strategic use of derivatives. This approach allows investors to gain precise exposure to U.S. value stocks, benefiting from the expertise of iShares in selecting and managing investments in undervalued securities. The iShares Core S&P U.S. Value ETF is suited for investors seeking to capitalize on value investing opportunities within the U.S. equity market while maintaining a diversified investment approach.
|
