IVVM
iShares Large Cap Moderate Buffe
IVVM
31,24
0,05 Bil. AUM
0,5% Expense Ratio
30,08 NAV
iShares Large Cap Moderate Buffe Profile
About iShares Large Cap Moderate Buffe
Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of large capitalization companies or instruments with similar economic characteristics. The fund pursues an options strategy which seeks to provide the fund with exposure to the share price return of the Underlying ETF up to an approximate upside limit, while seeking to provide downside protection against approximately the first 5% of Underlying ETF losses and lower volatility over each calendar quarter, or Hedge Period. The fund is non-diversified.
- Company
- IShares
- Holdings
- 9
- CUSIP
- 092528702
iShares Large Cap Moderate Buffe Sectors
| Industry | Percentage |
|---|---|
| Technology | 32,31% |
| Financial Servic | 12,88% |
| Healthcare | 12,23% |
| Consumer Cyclica | 9,77% |
| Communication Se | 8,78% |
| Industrials | 7,56% |
| Consumer Defensi | 6,00% |
| Energy | 3,55% |
| Utilities | 2,55% |
| Real Estate | 2,36% |
| Basic Materials | 2,00% |
| Cash & Others | 0,01% |