(VLUE) iShares MSCI USA Value - Ratings and Ratios

The iShares MSCI USA Value Factor ETF (BATS:VLUE) is designed to track the performance of the MSCI USA Value Weighted Index, which focuses on U.S. large- and mid-capitalization stocks exhibiting value characteristics. The fund typically allocates at least 80% of its assets to securities in the underlying index and may utilize derivatives, cash, and cash equivalents for the remaining 20%. It is classified as a large value ETF and trades on the BATS exchange under the ticker symbol VLUE.

The MSCI USA Value Weighted Index, the funds benchmark, is derived from the MSCI USA Index, a market-capitalization-weighted index covering large- and mid-cap U.S. equities. The fund employs a value-driven approach, selecting securities with lower price-to-earnings and price-to-book ratios, as well as higher dividend yields compared to the broader market.

From a technical standpoint, VLUE has an average 20-day trading volume of 837,150 shares, with a last price of $102.06. The funds short-term moving average (20-day SMA) stands at $100.56, while its medium-term (50-day SMA) and long-term (200-day SMA) are $105.40 and $106.32, respectively. The Average True Range (ATR) is $2.85, indicating moderate volatility.

On the fundamental side, the ETF manages approximately $6.014 billion in assets under management (AUM), reflecting its popularity among investors seeking exposure to U.S. large-cap value stocks.

3-Month Forecast: Based on the current technical and fundamental data, VLUE is expected to experience continued volatility, with potential price fluctuations influenced by broader market conditions. The funds recent price decline below its 20-day SMA, coupled with its position above the 50-day and 200-day SMAs, suggests a bearish short-term trend but a neutral long-term outlook. Investors should monitor economic indicators, corporate earnings, and interest rate changes, as these factors could impact the funds performance in the coming months.