SIZE
iShares MSCI USA Size Factor ETF
📎 Investment Objective
The iShares MSCI USA Size Factor ETF (SIZE) seeks to track the performance of an index that provides exposure to U.S. equities with a focus on companies of a specific market capitalization size.
Overview
ETF tracking iShares MSCI USA Size Factor ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares MSCI USA Size Factor ETF (SIZE) seeks to track the performance of an index that provides exposure to U.S. equities with a focus on companies of a specific market capitalization size.
🎯 Investment Strategy
The ETF attempts to replicate the performance of the MSCI USA Size Factor Index, which is designed to represent the performance of U.S. large-, mid-, and small-capitalization stocks. The fund invests in a representative sample of the underlying index's securities to achieve its investment objective.
✨ Key Features
- Provides exposure to a diversified portfolio of U.S. equities across different market capitalization sizes
- Seeks to track the performance of the MSCI USA Size Factor Index
- Employs a passively managed, index-tracking approach
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions or other factors
- Concentration risk: The fund's performance may be more volatile due to its focus on a specific market capitalization segment
- Tracking error risk: The fund may not perfectly track the performance of its underlying index
- Liquidity risk: The fund may experience difficulties in buying or selling certain holdings
👤 Best For
The iShares MSCI USA Size Factor ETF may be suitable for investors seeking broad exposure to U.S. equities with a focus on companies of a specific market capitalization size as part of a diversified portfolio. It may be particularly appealing to investors with a long-term investment horizon who are comfortable with the risks associated with equity investments.