BALI
iShares U.S. Large Cap Premium Income Active ETF
📎 Investment Objective
The iShares Advantage Large Cap Income ETF (BALI) seeks to provide exposure to large-capitalization U.S. companies that have the potential to generate high levels of dividend income.
Overview
ETF tracking iShares U.S. Large Cap Premium Income Active ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Advantage Large Cap Income ETF (BALI) seeks to provide exposure to large-capitalization U.S. companies that have the potential to generate high levels of dividend income.
🎯 Investment Strategy
The ETF tracks an index that selects and weights large-cap stocks based on their expected dividend yield and other factors. The goal is to construct a portfolio that can deliver above-average dividend income compared to the broader large-cap market.
✨ Key Features
- Focuses on large-cap U.S. stocks with attractive dividend characteristics
- Aims to provide higher dividend income than the overall large-cap market
- Passively managed to track a specialized index of high-dividend large-cap stocks
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Concentration risk as the portfolio is focused on a specific segment of the market
- Dividend payment risk as companies can reduce or suspend dividends
- Potential for underperformance compared to the broader large-cap market during periods when high-dividend stocks underperform
- Limited performance history as the fund is relatively new
👤 Best For
This ETF may be suitable for investors seeking a source of above-average dividend income from large-cap U.S. stocks, as part of a diversified portfolio. It could be of particular interest to retirees or those in the income-generating phase of their investment journey.