(XEQT) iShares Core Equity - Ratings and Ratios

The iShares Core Equity Portfolio (XEQT) is a Canadian ETF that aims to deliver long-term capital growth by investing in a diversified portfolio of equity securities through one or more exchange-traded funds managed by BlackRock Canada or its affiliates. The fund tracks the Morningstar Global Markets GR CAD index, providing broad exposure to global equity markets.

With a total AUM of approximately $8.5 billion CAD, XEQT is a sizable and liquid investment vehicle. As a Global Equity ETF, it offers a diversified portfolio that can help mitigate risk and potentially capitalize on growth opportunities across various markets and sectors.

From a performance perspective, XEQT has demonstrated a strong upward trend, with its current price near its 52-week high. Key performance indicators such as its moving averages (SMA20, SMA50, SMA200) suggest a positive momentum, indicating that the fund has been outperforming its longer-term averages. The Average True Range (ATR) indicates relatively moderate volatility.

To further evaluate XEQTs potential, we can examine additional KPIs such as its expense ratio, tracking error, and dividend yield. As a BlackRock ETF, XEQT is likely to have a competitive expense ratio. Investors may also want to assess the funds sector allocation, geographic diversification, and historical returns relative to its benchmark index to ensure it aligns with their investment objectives and risk tolerance.