BlackRock Updates Multifactor ETF Suite to Serve as Portfolio Building Blocks
Summary of Enhancements
LRGF |
INTF |
|
New Fund Name |
iShares US Equity Factor ETF |
iShares International Equity Factor ETF |
New Investment Objective |
Seeks to track the investment results of an index composed of |
Seeks to track the investment results of an index composed of global developed market large- and mid-cap stocks, excluding the US, that have favorable exposure to target style factors subject to constraints. |
New Index Provider: Qontigo |
STOXX US Equity Factor Index |
STOXX International Equity Factor Index |
Expense Ratio1 |
0.08% |
0.15% |
“Investors and advisors alike can benefit by implementing thoughtful exposure to factors when building portfolios across asset classes and sectors,” said
Factor Innovation
Factors look beyond standard market exposures, utilizing characteristics such as value, quality, momentum, low size, and low volatility to drive performance. LRGF and INTF combine traditional factor metrics such as dividend yields, gross profitability and price momentum with newly identified analytics to enable deeper access to each of these five factors.
“The capital markets continue to evolve, improving our understanding of the underlying forces behind investment returns,” said Dr.
BlackRock has participated in the development of the industry’s different systematic investment strategies over the last 35 years through quantitative research and risk management oversight. iShares’ factor ETF platform includes 44 products with nearly
About BlackRock
BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate
About iShares
iShares unlocks opportunity across markets to meet the evolving needs of investors. With more than twenty years of experience, a global line-up of 900+ exchange traded funds (ETFs) and
Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting www.iShares.com or www.blackrock.com. Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal.
Buying and selling shares of ETFs may result in brokerage commissions.
There can be no assurance that performance will be enhanced or risk will be reduced for funds that seek to provide exposure to certain quantitative investment characteristics ("factors"). Exposure to such investment factors may detract from performance in some market environments, perhaps for extended periods. In such circumstances, a fund may seek to maintain exposure to the targeted investment factors and not adjust to target different factors, which could result in losses.
Prepared by
The iShares Funds are not sponsored, endorsed, issued, sold or promoted by
©2022
All other marks are the property of their respective owners.
1 Expense ratio reductions effective as of
2 BlackRock, “Next Evolution in Factor Investing”
3 BlackRock, as of
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MEDIA:
Luke.Shane@BlackRock.com
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Federico.Serrano@BlackRock.com
646.352.2218
Source: BlackRock