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iShares Russell Top 200 Value ETF
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Основные параметры
| Цена последней сделки | 61.17 |
|---|---|
| Код ценной бумаги | IWX |
| Полное наименование | iShares Russell Top 200 Value ETF |
| Объем | 1081000000 |
| Изм за день, % | -0.0 |
| Комиссия | 0.20 |
| Дата основания | Sep 22. 2009 |
| Ссылка | ссылка |
| Тип актива | Equity |
| Индекс | Russell Top 200 Value Index |
| Регион | North America |
| Средний P/E | 18.31 |
| Дивиденды | 2.01 |
| 5 летняя доходность | 71.03 |
| 3 летняя доходность | 27.90 |
| Годовая доходность | 19.49 |
| Бета | 0.95 |
| Валюта | usd |
| Топ 10 эмитентов, % | 26.11 |
| Количество компаний | 155 |
Топ эмитентов
| Эмитент | Доля, % | P/BV | P/S | P/E | EV/Ebitda |
|---|---|---|---|---|---|
| JPMorgan Chase | 3.86 | 1.8 | 4.4 | 16.57 | |
| Johnson & Johnson | 3.13 | 6.59 | 5.04 | 28.76 | 15.69 |
| Walt Disney | 2.96 | 4.08 | 5.65 | 51.22 | 56.14 |
| Bank of America | 2.32 | 1.21 | 4.04 | 18.56 | |
| Intel | 2.16 | 3.15 | 3.28 | 12.73 | 7.2 |
| Comcast Corporation | 2.07 | 2.75 | 2.4 | 23.79 | 11.3 |
| Exxon Mobil | 1.99 | 1.46 | 1.28 | 57.63 | -32.76 |
| Verizon | 1.98 | 3.37 | 1.78 | 12.86 | 7.88 |
| AT&T | 1.72 | 1.25 | 1.18 | 19.03 | 7.72 |
| Chevron | 1.67 | 1.46 | 2.04 | 43.77 | 16.8 |
| Cisco | 1.65 | 4.95 | 4.04 | 19.21 | 11.45 |
| PFIZER | 1.61 | 2.85 | 4.44 | 19.62 | 15.84 |
| Walmart | 1.57 | 4.52 | 0.66 | 27.35 | 12.29 |
| Procter & Gamble Company | 1.44 | 6.43 | 4.11 | 23.34 | 15.6 |
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Описание iShares Russell Top 200 Value ETF
This ETF is linked to the Russell Top 200 Value Index, which offers exposure to large and mega-cap companies that exhibit value characteristics within the U.S. equity market. Investors with a longer-term horizon should consider the importance of mega cap value stocks and the benefits they can add to any well-balanced portfolio including dividends and rock solid stability. Companies within this segment are often considered some of the safest firms in the world and tend to be in more stable industries as well, potentially skewing some portfolios that are heavy in value securities. IWX is linked to an index consisting of roughly 130 holdings and exposure is tilted most heavily towards financials, energy, and health care. Thanks to this fund's reasonable level of diversification and cheap price, IWX could definitely make up a solid portion of a portfolio especially for those looking for more mega cap exposure.