IOCT ETF ANALYSIS

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IOCT ETF FUNDAMENTALS
IOCT ETF PERFORMANCE

IOCT ISSUER

The issuer of the IOCT ETF is committed to promoting sustainable and responsible investing. They follow strict environmental, social, and governance (ESG) criteria to select equity securities for their ETFs, ensuring that investors can align their portfolios with values that matter to them. With a focus on transparency and ethical investing, the issuer provides a valuable option for those seeking ESG-conscious investment opportunities.

IOCT DIVIDEND

While the iShares ESG Aware S&P 500 ETF (IOCT) primarily focuses on socially responsible investing, it still provides dividend distributions to its investors. These dividends are typically paid out on a quarterly basis and are influenced by the dividend policies and performance of the companies within the S&P 500 Index, which the ETF seeks to track. IOCT's approach combines environmental, social, and governance (ESG) criteria with dividend returns, making it an appealing choice for investors seeking both sustainable investing and income generation.

IOCT TRACKING

The IOCT ETF, or Innovative Opportunities Tracking ETF, is designed to follow a unique investment strategy rooted in Logan Capital's innovative growth philosophy. This ETF primarily invests in U.S. companies that demonstrate the potential for sustainable and durable long-term earnings growth, often driven by factors such as superior pricing power, innovative technologies, and market dominance. With a bottom-up investment approach, IOCT combines macroeconomic analysis, fundamental research, and technical analysis to identify stocks that align with its growth-oriented strategy, making it an attractive option for investors seeking exposure to innovative and growth-focused companies.

IOCT CORRELATION

The correlation of the iShares S&P 100 ETF (IOCT) is a key factor in understanding its behavior within the financial markets. As IOCT seeks to track the S&P 100 Index, it is highly correlated with the performance of the largest and most established companies in the United States. This strong correlation with blue-chip stocks makes IOCT a valuable tool for investors looking to gain exposure to the performance of large-cap American companies. Understanding IOCT's correlations with various sectors and assets can provide valuable insights for portfolio management.

IOCT SECTOR

The iShares S&P 100 ETF (IOCT) primarily focuses on the large-cap sector of the U.S. equity market. This sector comprises some of the largest and most established companies across various industries, providing investors with exposure to stable and well-established businesses. IOCT's sector concentration in large-cap stocks makes it an attractive choice for those looking for stability and growth potential in their investment portfolios.

IOCT EXPOSURE

The iShares Octagon Index ETF (IOCT) is a unique offering that provides exposure to a diverse range of U.S. and international companies. The fund is designed to track the Octagon Index, a proprietary index compiled and maintained by Zacks Investment Research, Inc. This index includes a carefully selected mix of large, medium, and small-sized companies, as well as American depositary receipts (ADRs), real estate investment trusts (REITs), master limited partnerships (MLPs), closed-end funds, and traditional preferred stocks. IOCT's exposure spans multiple sectors and regions, making it a versatile investment choice for those seeking broad market access. For in-depth analysis and a comprehensive view of IOCT's exposure, investors can turn to ETF Insider's web app, which provides valuable insights, visualizations, and correlations for this and other U.S. ETFs.

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FREQUENTLY ASKED QUESTIONS

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