The issuer of the IBHA ETF is dedicated to sustainable and socially responsible investing. With a commitment to environmental, social, and governance (ESG) criteria, the issuer selects equity securities from the MSCI USA Index, emphasizing large-cap companies that meet specific ESG standards. They prioritize companies with strong ESG performance, assessing factors such as climate change mitigation, social responsibility, and ethical governance. As a result, the IBHA ETF aligns with investors seeking to support responsible business practices and make a positive impact in the world through their investments.
While the primary objective of the IBHA ETF may revolve around environmental, social, and governance (ESG) criteria, it also considers dividend distribution. This ETF typically distributes dividends on a quarterly basis, influenced by the dividend policies and performance of the ESG-compliant companies within its portfolio. Investors in IBHA can expect a balance of ESG-focused investments and potential dividend returns from the included large-cap companies that meet specific ESG criteria.
The IBHA ETF, managed by Logan Capital Management, focuses on tracking innovative growth companies in the U.S. equity market. IBHA primarily invests in large-cap equities traded on U.S. securities exchanges, with a strong emphasis on businesses that utilize innovative technologies and ideas to gain a competitive edge over their peers. The fund's investment strategy employs a rigorous three-component approach, including macroeconomic analysis, fundamental research, and technical analysis, to identify stocks with the potential for sustainable, long-term earnings growth. As of April 30, 2023, IBHA had a significant allocation to the information technology sector, reflecting its commitment to capturing the benefits of innovation within this sector while maintaining a bottom-up security selection approach.
The investment seeks to track the investment results of the Bloomberg 2021 Term High Yield and Income Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index, and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index is composed of U.S. dollar-denominated, taxable, fixed-rate, high yield and BBB or equivalently rated corporate bonds scheduled to mature between January 1, 2021 and December 15, 2021, inclusive. The fund is non-diversified.
The iShares iBonds 2021 Term High Yield and Income ETF (IBHA) primarily operates within the high-yield bond sector. This sector consists of bonds issued by corporations with lower credit ratings, often offering higher yields to investors in exchange for the increased risk. IBHA provides exposure to this sector, making it an attractive option for income-focused investors seeking potentially higher returns in their fixed-income portfolios.
The IBHA ETF (name based on information cutoff date) focuses on delivering exposure to a diverse array of assets through its unique investment strategy. The ETF is designed to track an index composed of a meticulously selected mix of domestic and international securities, ranging from large-cap to small-cap companies. This approach allows investors to access a broad spectrum of industries and regions, ensuring a well-rounded market exposure for those seeking a comprehensive investment solution.
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