(LRGF) iShares U.S. Equity Factor - Ratings and Ratios

The iShares U.S. Equity Factor ETF (LRGF) is designed to track the performance of large- and mid-capitalization U.S. stocks selected based on five specific factors: momentum, quality, value, low volatility, and size. The fund typically allocates at least 80% of its assets to securities in its underlying index or investments with similar economic characteristics. The underlying index is derived from the STOXX USA 900 index, using an optimization process to maximize exposure to the target factors. This approach aims to balance risk and return by diversifying across multiple factors.

Over the next three months, based on and , LRGF is expected to trade within a range of $54.68 to $60.34. The SMA 20 ($55.31) and SMA 50 ($57.97) suggest a potential upward trend, while the ATR (1.63) indicates moderate volatility. The funds AUM of $2.26 billion reflects its stability and investor confidence. The optimization process for factor exposure may lead to slight outperformance in low-volatility and quality factors during this period.