4 min readBy Ron Koren ETF Insider
How does the DFIC ETF work?
The DFIC ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
The issuer of the International Core Equity 2 ETF (DFIC) adopts an integrated investment approach that encompasses research, portfolio design, portfolio management, and trading functions to achieve the ETF's investment objective. This approach emphasizes long-term drivers of expected returns, as identified by the advisor's research, while maintaining broad diversification across companies, sectors, and countries to mitigate risks effectively. DFIC focuses on investing in non-U.S. companies in developed markets, with a bias toward smaller capitalization, lower relative price, and higher profitability companies compared to their representation in the International Universe. The issuer's flexibility in managing the portfolio's exposure to different market factors and its active management distinguish DFIC from passively indexed ETFs.
The International Core Equity 2 ETF (DFIC) offers investors a unique approach to international equity investments. While dividends may not be the primary focus of this actively managed exchange-traded fund, DFIC seeks to generate income through its investment in a broad and diverse group of non-U.S. companies in developed markets. The dividend distribution of DFIC is influenced by the dividend policies and performance of these international companies. Investors can expect periodic dividend distributions, and the ETF may adjust its allocation to different companies and regions to optimize returns and manage risk. Additionally, DFIC may utilize various strategies, such as depositary receipts, futures contracts, options, and currency transactions, to enhance its income potential and achieve its investment objectives.
Tracking the International Core Equity 2 ETF involves an integrated investment approach that combines research, portfolio design, management, and trading. The fund aims to achieve its investment objective by purchasing a broad and diverse group of non-U.S. companies in developed markets. It emphasizes long-term drivers of expected returns while balancing risk through diversification across companies, sectors, and countries. The ETF's portfolio management and trading processes aim to strike a balance between long-term and shorter-term expected returns while managing trading costs. The fund may also use depositary receipts, futures contracts, options, and foreign currency transactions to optimize its market exposure and income generation. As an actively managed ETF, DFIC Tracking does not seek to replicate a specific index, potentially resulting in a higher portfolio turnover compared to index funds.
The correlation aspect of the International Core Equity 2 ETF (DFIC) is significant for investors looking to understand its behavior in relation to non-U.S. developed markets. DFIC employs an integrated investment approach that emphasizes long-term drivers of expected returns while maintaining broad diversification across companies, sectors, and countries. The fund aims to purchase a diverse group of securities, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies in the International Universe. To study and analyze DFIC's correlations with various asset classes and sectors, investors can utilize ETF Insider's web app, which provides deep and insightful data through simple visualizations, allowing them to identify overlaps and make informed investment decisions.
The DFIC Sector ETF primarily focuses on international core equity investments. The fund implements a comprehensive investment approach that emphasizes long-term drivers of expected returns while maintaining diversification across companies, sectors, and countries to balance risk. It invests in a diverse group of securities from non-U.S. companies in developed markets, with a particular emphasis on smaller capitalization, lower relative price, and higher profitability companies compared to their representation in the international universe. Additionally, the fund may use depositary receipts, equity swap agreements, futures contracts, and options on futures contracts to manage equity market exposure and may engage in foreign currency transactions to hedge against currency risk. Please note that this ETF is actively managed and does not aim to replicate the performance of a specific index, potentially resulting in higher portfolio turnover compared to index funds.
The exposure characteristic of the DFIC ETF is primarily focused on non-U.S. companies in developed markets. This ETF aims to provide investors with exposure to a broad and diverse group of securities, emphasizing smaller capitalization, lower relative price, and higher profitability companies as compared to their representation in the International Universe. It follows an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions to achieve its investment objective. For investors seeking international equity exposure with a tilt towards smaller and potentially more profitable companies, DFIC offers a strategic investment choice.
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