(HFXI) IQ 50 Percent Hedged FTSE - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US45409B5600 • Foreign Large Blend
HFXI: International, Stocks, Currency, Hedging, Securities
The IQ 50 Percent Hedged FTSE International ETF (HFXI) tracks an equity index composed of international stocks from developed markets outside the U.S. Approximately half of the funds currency exposure is hedged against the U.S. dollar on a monthly basis, aiming to mitigate currency risk while retaining partial exposure to foreign exchange fluctuations. The fund typically invests at least 80% of its net assets in securities and instruments that replicate the performance of its underlying index, which includes a diverse range of international companies from regions such as Europe, Asia, and Australia. This strategy allows investors to gain exposure to global markets while partially insulating against currency volatility.
The fund is structured as a U.S.-listed ETF, offering investors a convenient way to access international equities with a currency hedging component. Its underlying index is designed to represent the performance of developed international markets, providing diversification benefits for portfolios heavily exposed to U.S. equities. By hedging 50% of its currency exposure, the fund seeks to balance the potential benefits of international investing with the risks associated with currency fluctuations.
Based on
Looking ahead, HFXI is likely to continue its upward trajectory in the near term, supported by its position above key moving averages. The moderate ATR suggests that price movements will remain stable, making it a relatively low-volatility option for exposure to international developed markets. The funds substantial AUM further underscores its appeal as a liquid and established ETF in its category.
Additional Sources for HFXI ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
HFXI ETF Overview
Market Cap in USD | 983m |
Category | Foreign Large Blend |
TER | 0.20% |
IPO / Inception | 2015-07-22 |
HFXI ETF Ratings
Growth Rating | 68.3 |
Fundamental | - |
Dividend Rating | 52.7 |
Rel. Strength | -3.67 |
Analysts | - |
Fair Price Momentum | 28.20 USD |
Fair Price DCF | - |
HFXI Dividends
Dividend Yield 12m | 2.40% |
Yield on Cost 5y | 4.42% |
Annual Growth 5y | 8.98% |
Payout Consistency | 89.9% |
HFXI Growth Ratios
Growth Correlation 3m | 3.3% |
Growth Correlation 12m | 41.5% |
Growth Correlation 5y | 83.3% |
CAGR 5y | 13.78% |
CAGR/Max DD 5y | 0.62 |
Sharpe Ratio 12m | 1.34 |
Alpha | -2.90 |
Beta | 0.745 |
Volatility | 13.72% |
Current Volume | 138.7k |
Average Volume 20d | 172.8k |
As of May 14, 2025, the stock is trading at USD 28.72 with a total of 138,742 shares traded.
Over the past week, the price has changed by +1.34%, over one month by +8.66%, over three months by +2.75% and over the past year by +8.67%.
Yes. Based on ValueRay Analyses, IQ 50 Percent Hedged FTSE (NYSE ARCA:HFXI) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 68.27 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of HFXI as of May 2025 is 28.20. This means that HFXI is currently overvalued and has a potential downside of -1.81%.
IQ 50 Percent Hedged FTSE has no consensus analysts rating.
According to ValueRays Forecast Model, HFXI IQ 50 Percent Hedged FTSE will be worth about 32.3 in May 2026. The stock is currently trading at 28.72. This means that the stock has a potential upside of +12.4%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 32.3 | 12.4% |