ALTUM

iShares STOXX USA Equity Multifactor UCITS ETF

IBCY | ISIN IE00BZ0PKS76 | Währung EUR
Fondsvolumen
ca. 0,1 Mrd. €
Auflagedatum
04.09.2015
TER
0,20 %
Positionen
270
Replikation
Physisch (Sampling)
Ertragsverwendung
Thesaurierend
Kategorie
STOXX US Equity Factor Screened
Referenzindex
STOXX USA Equity Multifactor
Regionen / Länder
Nordamerika USA

Übersicht

Kursentwicklung, Anlagestil, Diversifikation, zentrale Kennzahlen, Chancen und Risiken.

KI-generiertEin Großteil dieser Inhalte wird von künstlicher Intelligenz recherchiert und formuliert und kann Fehler, veraltete oder unvollständige Angaben enthalten. Mehr dazu im Disclaimer.

Was macht der ETF?

Dieser ETF bündelt große US-Unternehmen aus verschiedenen Branchen, bevorzugt jedoch profitable, wachstumsstarke und vergleichsweise günstig bewertete Firmen, mit besonderem Gewicht auf führenden Technologiekonzernen und etablierten Marktführern.

52-Wochen-Spanne --
52W Tief
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Jetzt
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52W Hoch
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KurzbewertungEinordnung
Diversifikation
Portfolioqualität
Kosten (TER)
Rolle im Portfolio Ergänzung
Risiko (Beta 1,17)
AnlagestilProfil
Wachstum 50%
FormelNeutralwert = 50 %Jede analysierte Position zählt entsprechend ihrem tatsächlichen Fondsgewicht.
Qualität 69%
FormelΣ (Positionsgewicht × Qualitäts-Score) ÷ Σ Gewichte = 69 %Die Formel gewichtet Profitabilität, Bilanzqualität und Kapitalrendite der Positionen.
Zyklisch 50%
Formel100 − Risikoprofil 50 = 50 %Ein robusteres Risikoprofil senkt die zyklische Ausprägung des ETFs.
Value 58%
Formel100 − (gewichtetes Forward-KGV 21,2 × 2) = 58 %Ein niedrigeres gewichtetes Forward-KGV erhöht die Value-Ausprägung.
Performance

Kurs- und Gesamtrendite des ETFs.

Performance

Ø Kurs (1 Jahr) –
Kursrendite (1 Jahr) +0,0 %
GesamtrenditeZeitraum wird geladen … –
Ø Rendite p. a.Berechnungszeitraum wird geladen … –
ETF vs. Referenzindex

Vergleicht die Wertentwicklung mit dem Originalindex und zeigt die Tracking Difference für den gewählten Zeitraum.

Tracking Difference—

Indexkurs wird geladen …

Qualität der Indexunternehmen

Gewichtet über 98,0% der ETF-Positionen mit recherchierten Fundamentaldaten.

250,5 Mrd. €187,9 Mrd. €125,3 Mrd. €62,6 Mrd. €0,0 Mrd. €
Umsatz
Umsatzkosten
Bruttogewinn
Oper. Kosten
Oper. Gewinn
Zinsen & Steuern
Nettoergebnis

Die Nettomarge liegt bei 36,3%.

AusgangsbasisKostenabzugGewinnstufe
Eigenkapitalrendite136,5 %
Freier Cashflow16,3 Mrd. €
Nettoliquidität-3,2 Mrd. €
Datenabdeckung98,0 %
KGV-Verlauf

Zeigt das gewichtete KGV der ETF-Positionen im Zeitverlauf. Verfügbarer Zeitraum wird geladen…

Gewichtetes KGV — Median-KGV — Abstand zum Median —
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Top-Positionen in diesem ETF