Invst Etf Profile

LQD
 Etf
  

USD 112.93  1.10  0.96%   

Market Performance
3 of 100
Odds Of Distress
Less than 23
Invst Grade is trading at 112.93 as of the 12th of August 2022, a -0.96 percent decrease since the beginning of the trading day. The etf's lowest day price was 112.88. Invst Grade has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Invst Grade Corp are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of October 2020 and ending today, the 12th of August 2022. Click here to learn more.
The fund will invest at least 80 percent of its assets in the component securities of the underlying index, and it will invest at least 90 percent of its assets in fixed income securities of the types included in the underlying index that the advisor believes will help the fund track the underlying index. More on Invst Grade Corp

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Invst Grade Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Invst Grade's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Invst Grade or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
On 5th of August 2022 Invst Grade paid $ 0.2759 per share dividend to its current shareholders
The fund generated three year return of 0.0%
Invst Grade Corp maintains about 14.08% of its assets in bonds
Thematic IdeaBaby Boomer Prospects (view all)
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Invst Grade's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
IssueriShares
DescriptioniShares iBoxx $ Investment Grade Corporate Bond ETF
Inception Date2002-07-22
BenchmarkiBoxx $ Liquid Investment Grade Index
Entity TypeRegulated Investment Company
Asset Under Management36.31 Billion
Average Trading Valume18.29 Million
Asset TypeFixed Income
CategoryCorporate
FocusInvestment Grade
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorBlackRock Fund Advisors
CustodianState Street Bank and Trust Company
DistributorBlackRock Investments, LLC
Portfolio ManagerJames Mauro, Scott Radell
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Mar
ExchangeNYSE Arca, Inc.
Number of Constituents2,521
Market MakerJane Street
Total Expense0.14
Management Fee0.14
Nav Price112.52
Two Hundred Day Average121.51
Ytd-12.21%
Average Daily Volume In Three Month19.24M
Trailing Annual Dividend Rate3.19
Fifty Two Week Low107.1
As Of Date1st of August 2022
Trailing Annual Dividend Yield2.81%
Average Daily Volume Last 10 Day17.84M
Fifty Two Week High136.26
One Month4.13%
Invst Grade Corp [LQD] is traded in USA and was established 2002-07-22. The fund is classified under Corporate Bond category within iShares family. The entity is thematically classified as Baby Boomer Prospects. Invst Grade Corp now have 30.95 B in assets. , while the total return for the last 3 years was -0.24%.
Check Invst Grade Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invst Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invst Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invst Grade Corp Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Invst Grade Target Price Odds Analysis

What are Invst Grade's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Invst Grade jumping above the current price in 90 days from now is about 20.7%. The Invst Grade Corp probability density function shows the probability of Invst Grade etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon Invst Grade has a beta of 0.1971. This indicates as returns on the market go up, Invst Grade average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Invst Grade Corp will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0179, implying that it can generate a 0.0179 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 112.93HorizonTargetOdds Above 112.93
78.85%90 days
 112.93 
20.70%
Based on a normal probability distribution, the odds of Invst Grade to move above the current price in 90 days from now is about 20.7 (This Invst Grade Corp probability density function shows the probability of Invst Etf to fall within a particular range of prices over 90 days) .

Invst Grade Top Holders

Invst Grade Corp Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Invst Grade market risk premium is the additional return an investor will receive from holding Invst Grade long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Invst Grade. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Invst Grade's alpha and beta are two of the key measurements used to evaluate Invst Grade's performance over the market, the standard measures of volatility play an important role as well.

Invst Grade Corp Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of sixty-one. Invst Grade Corp Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Invst Grade price patterns.
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Invst Grade Against Markets

Picking the right benchmark for Invst Grade etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Invst Grade etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Invst Grade is critical whether you are bullish or bearish towards Invst Grade Corp at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Invst Grade without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Invst Grade Corp?

You need to understand the risk of investing before taking a position in Invst Grade. The danger of trading Invst Grade Corp is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Invst Grade is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Invst Grade. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Invst Grade Corp is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additionally, see Stocks Correlation. Note that the Invst Grade Corp information on this page should be used as a complementary analysis to other Invst Grade's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

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When running Invst Grade Corp price analysis, check to measure Invst Grade's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invst Grade is operating at the current time. Most of Invst Grade's value examination focuses on studying past and present price action to predict the probability of Invst Grade's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Invst Grade's price. Additionally, you may evaluate how the addition of Invst Grade to your portfolios can decrease your overall portfolio volatility.
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The market value of Invst Grade Corp is measured differently than its book value, which is the value of Invst that is recorded on the company's balance sheet. Investors also form their own opinion of Invst Grade's value that differs from its market value or its book value, called intrinsic value, which is Invst Grade's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invst Grade's market value can be influenced by many factors that don't directly affect Invst Grade's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invst Grade's value and its price as these two are different measures arrived at by different means. Investors typically determine Invst Grade value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invst Grade's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.