iShares MSCI USA Momentum Factor ETF分析 - 该ETF由全球知名基金管理公司BlackRock管理 旨在追踪MSCI USA Momentum Factor指数的表现 [1] - 投资工具代码为BATS: MTUM 属于动量因子策略类产品 [1] 信息披露说明 - 文章作者声明未持有相关公司股票或衍生品头寸 未来72小时内也无建仓计划 [1] - 内容仅代表作者个人观点 未获得被提及公司的任何商业合作报酬 [1] - 需注意Seeking Alpha平台及其分析师未持有证券经纪或投资顾问资质 [2]

基金概况 - John Hancock Multifactor Mid Cap ETF (JHMM) 是一只被动管理的中盘混合型ETF 于2015年9月28日推出 旨在追踪美国中盘混合型股票市场 [1] - 该基金由John Hancock赞助 资产规模达41.8亿美元 是美国中盘混合型ETF中规模较大的产品之一 [1] 中盘混合型投资特点 - 中盘股市值通常在20亿至100亿美元之间 相比大盘股具有更高增长潜力 相比小盘股波动性更低 [2] - 混合型ETF通常同时持有成长股和价值股 以及兼具两种特性的股票 [2] 费用结构 - 该基金年管理费率为0.42% 与同类产品相当 [3] - 12个月追踪股息收益率为1.03% [3] 行业配置与持仓 - 工业板块占比最高 达20.9% 其次是金融和信息技术板块 [4] - 最大持仓股Vistra Corp占比0.6% 前十大持仓合计占资产管理规模的4.79% [5] 业绩表现 - 年初至今回报率为4.67% 过去一年回报率为8.37% (截至2025年8月1日) [7] - 52周价格区间为50.32-64.80美元 [7] 风险特征 - 三年期贝塔系数为1.02 标准差为18.1% 属于中等风险产品 [7] - 持有671只股票 有效分散了个股风险 [7] 同类产品比较 - Vanguard Mid-Cap ETF (VO) 资产规模853.7亿美元 管理费率0.04% [9] - iShares Core S&P Mid-Cap ETF (IJH) 资产规模967.1亿美元 管理费率0.05% [9] 产品定位 - 该基金适合寻求中盘混合型市场暴露的投资者 在Zacks ETF评级中获"持有"评级 [8]

We have not covered the VanEck J.P. Morgan EM Local Currency Bond ETF (NYSEARCA: EMLC ) for over three years, and the reason behind this was continued dollar strength. With the tide now turning and the dollar veryWith an investment banking cash and derivatives trading background, Binary Tree Analytics ('BTA') aims to provide transparency and analytics in respect to capital markets instruments and trades. BTA focuses on CEFs, ETFs and Special Situations, and aims to deliver high annualized returns with a low ...

Overlay Shares Large Cap Equity ETF (BATS: OVL ) is an active option strategy ETF launched on 09/30/2019 with an objective of total return. OVL has a distribution yield of 3.09% and an expense ratio of 0.79%. Distributions are paid quarterly.Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income ...

The ProShares VIX Short-Term Futures ETF (BATS: VIXY ) is an investment vehicle designed to provide traders and knowledgeable investors with exposure to the short-term volatility of the S&P 500 ( SPX ). This product is not suitableMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Informatio ...

iShares Bitcoin Trust ETF TodayIBITiShares Bitcoin Trust ETF$66.79 +0.08 (+0.12%) 52-Week Range$28.23▼$69.46Assets Under Management$87.06 billionAdd to WatchlistThe iShares Bitcoin Trust NASDAQ: IBIT has become a fixture on many of the market's top watchlists, a remarkable feat for any fund, let alone one launched less than two years ago. With over $86 billion in assets under management (AUM), the fund has grown at a historic pace, signaling a fundamental shift in how investors are approaching digital asse ...

The Schwab U.S. Large-Cap Growth ETF (NYSEARCA: SCHG ) offers investors with a high-risk appetite and a desire to increase their allocations to the outperforming technology sector the opportunity to latch onto the trend of artificial intelligence.A financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buy-outs and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the biggest news surrounding th ...

Many high yield ETFs and closed-end funds suffer from capital and distribution decay. However, decay can be avoided or mitigated by rotational strategies, instead of using funds as long-term investments. I designed a 5-factor ranking system in 2016 and monitored its performance during several years, before sharing the eight best ranked CEFs with my Investing Group members. Get started with a two-week free trial now.Kensington Hedged Premium Income ETF (BATS: KHPI ) is an actively managed buy-write ETF launc ...

I last reviewed the Dimensional US High Profitability ETF (NYSEARCA: DUHP ) on May 21, 2024, and since that article was published, it has delivered an 18.11% total return. It's a decent gain but not as good asThe Sunday Investor has completed all the educational requirements for the Chartered Investment Manager designation and is on track to become a licensed options and derivatives trading advisor. Focusing on U.S. Equity ETFs, The Sunday Investor maintains a comprehensive ETF Database that tracks the perf ...

行业分析 - Fidelity International High Dividend ETF（FIDI）适合作为持仓标的 其投资逻辑需从投资者需求角度评估 [1] - 该ETF在国际多元化配置方面具备显著优势 [1] 分析师背景 - 分析师拥有20年量化研究经验 专注股票估值与市场趋势分析 [1] - 曾担任巴克莱副总裁 主导模型验证和压力测试团队 [1] - 擅长结合基本面与技术分析 长期关注宏观经济趋势及企业财报 [1] 研究方法 - 采用数据驱动的深度分析框架 结合严格风险管理与长期价值创造视角 [1] - 研究重点包括企业盈利能力和财务报表分析 [1]