| ISIN | US4642881092 |
|---|---|
| TER | 0.00% |
| Replication | Synthetic |
| Distribution | Accumulating |
| Launch Year | 2004 |
| AUM | $1.00 billion |
| Provider | iShares |
| Exchange | USA Stocks (USA) |
| Currency | USD |
| Country | USA |
| Type | ETF |
The investment seeks to track the investment results of the Morningstar® US Large-Mid Cap Broad Value IndexSM composed of large-and mid-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by large-mid capitalization companies that have exhibited above-average "value" characteristics as determined by Morningstar, Inc."s ("Morningstar" or the "index provider") proprietary index methodology.
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| Period | Return (%) |
|---|---|
| 1 Month | 6.70% |
| 3 Months | -2.91% |
| 6 Months | -3.27% |
| 1 Year | 5.95% |
| 3 Years | 38.39% |
| 5 Years | -11.46% |
| Since Inception | 119.20% |
Distribution: Accumulating
Volatility and risk metrics are calculated based on historical price movements.
This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.
Compare brokers →Exchange: USA Stocks (USA)
Currency: USD
Is this ETF accumulating?
Yes, it reinvests dividends.