Since ETFs are bought and sold at prices set by the market – which can result in a premium or discount to NAV- the returns calculated using market price can differ from those calculated using NAV . Before engaging Fidelity or any broker-dealer, you should evaluate the overall fees and charges of the firm as well as the services provided. Free commission offer applies to online purchases of select iShares ETFs in a Fidelity account. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral.
This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above. If you logout you will need to provide your e-mail address and Mylo password the next time you login. Please note you can display only one indicator at a time in this view. Use Notebook to save your investment ideas in one convenient, private, and secure place. Get to know an ETF’s objectives, holdings, and performance all in a quick summary.
As a result, BlackRock publishes MSCI’s ITR metric for its funds in temperature range bands. The bands help to underscore the underlying uncertainty in the calculations and the variability of the metric. The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains.
We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. ETFs can help millions of first-timers take steps toward financial well-being.
Will ITOT outperform in future?
See the top analysts’ ratings for an ETF, and get one-click access to their research reports. Verify your identity, personalize the content you receive, or create and administer your account. Get our overall rating based on a fundamental assessment of the pillars below.
Quickly scan a list of the latest technical patterns triggered for an ETF, without having to interpret the chart on your own. Perfect for the technical trader, this indicator captures an ETF’s technical events and converts them into short-, medium-, and long-term sentiment. When autocomplete results are available use up and down arrows to review and enter to select. The Future with Hannah Fry Mathematician and author Hannah Fry investigates patterns in human behavior, AI and the creative ideas behind the organizations and pioneers transforming society. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index quotes are real-time. The People Pillar is our evaluation of the ITOT management team’s experience and ability.
ITOT:USNYSE ArcaiShares Core S&P Total US Stock Market ETF
IShares Core S&P Total US Stock Market ETF ITOT offers exposure to the entire investable U.S. stock market. It effectively combines a broadly diversified portfolio with low turnover and a miniscule price, providing it with a durable edge over peers. The ITR metric estimates a fund’s alignment with the Paris Agreement temperature goal.
This and other information can be found in the Funds’ prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. All data is from MSCI ESG Fund Ratings as of Mar 07, 2023, based on holdings as of Jan 31, 2023.
ofac analyzer makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use. Determine which securities are right for you based on your investment objectives, risk tolerance, financial situation and other individual factors and re-evaluate them on a periodic basis. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body.
BlackRock expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose. Climate change is one of the greatest challenges in human history and will have profound implications for investors. To address climate change, many of the world’s major countries have signed the Paris Agreement. The temperature goal of the Paris Agreement is to limit global warming to well below 2°C above pre-industrial levels, and ideally 1.5 °C, which will help us avoid the most severe impacts of climate change.
ways to be a smarter investor as interest rates rise
These screens are described in more detail in the https://1investing.in/’s prospectus, other fund documents, and the relevant index methodology document. A fund’s Morningstar Rating is a quantitative assessment of a fund’s past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. As always, this rating system is designed to be used as a first step in the fund evaluation process. A high rating alone is not sufficient basis upon which to make an investment decision.
Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Free commission offer applies to online purchases select ETFs in a Fidelity brokerage account. Everything you need to make investment decisions is now presented in a new dashboard view.
Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. The ITR metric is calculated by looking at the current emissions intensity of companies within the fund’s portfolio as well as the potential for those companies to reduce its emissions over time. If emissions in the global economy followed the same trend as the emissions of companies within the fund’s portfolio, global temperatures would ultimately rise within this band. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost.
This and other information can be found in the Funds’ prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. For newly launched funds, Sustainability Characteristics are typically available 6 months after launch. This forward-looking metric is calculated based on a model, which is dependent upon multiple assumptions. Importantly, an ITR metric may vary meaningfully across data providers for a variety of reasons due to methodological choices (e.g., differences in time horizons, the scope of emissions included and portfolio aggregation calculations). Because the ITR metric is calculated in part by considering the potential for a company within the fund’s portfolio to reduce its emissions over time, it is forward-looking and prone to limitations.
The Parent Pillar is our rating of ITOT’s parent organization’s priorities and whether they’re in line with investors’ interests. The amounts shown above are as of the current prospectus, but may not include extraordinary expenses incurred by the Fund over the past fiscal year. Amounts are rounded to the nearest basis point, which in some cases may be “0.00”. Where data is not available, and / or if data changes, the estimation methods vary, particularly those related to a company’s future emissions.
If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. The screening applied by the fund’s index provider may include revenue thresholds set by the index provider. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund.
- For standardized performance, please see the Performance section above.
- Maintaining independence and editorial freedom is essential to our mission of empowering investor success.
- Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost.
- None of these companies make any representation regarding the advisability of investing in the Funds.
- The index consists of all U.S. common equities listed on the NYSE, the NASDAQ Global Select Market, the NASDAQ Select Market, the NASDAQ Capital Market, Cboe BZX, Cboe BYX, Cboe EDGA and Cboe EDGX, Inc.
Additional information about the sources, amounts, and terms of compensation can be found in the ETF’s prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice. ETFs are subject to market fluctuation and the risks of their underlying investments.
The vendor price is not necessarily the price at which the Fund values the portfolio holding for the purposes of determining its net asset value (the “valuation price”). Additionally, where applicable, foreign currency exchange rates with respect to the portfolio holdings denominated in non-U.S. Currencies for the valuation price will be generally determined as of the close of business on the New York Stock Exchange, whereas for the vendor price will be generally determined as of 4 p.m. The calculated values may have been different if the valuation price were to have been used to calculate such values.
At present, availability of input data varies across asset classes and markets. To the extent that data becomes more readily available and more accurate over time, we expect that ITR metric methodologies will evolve and may result in different outputs. Enter the ETF’s ticker symbol in the box on the left, or immediately after the URL (e.g. etfrc.com/xyz to research xyz). Try our search page if you’re not sure of the fund’s ticker symbol. Sign Up NowGet this delivered to your inbox, and more info about our products and services. The Morningstar information contained herein is proprietary to Morningstar or its affiliates; may not be copied or redistributed; and is not warranted to be accurate, complete, or timely.
The investment seeks to track the investment results of the S&P Total Market Index™ composed of U.S. equities. The index consists of all U.S. common equities listed on the NYSE, the NASDAQ Global Select Market, the NASDAQ Select Market, the NASDAQ Capital Market, Cboe BZX, Cboe BYX, Cboe EDGA and Cboe EDGX, Inc. Certain sectors and markets perform exceptionally well based on current market conditions and iShares and BlackRock Funds can benefit from that performance. Achieving such exceptional returns involves the risk of volatility and investors should not expect that such results will be repeated.
Click on the “Performance & Risk” link to view quarter-end performance. Average annual total returns are historical and include change in share value and reinvestment of dividends and capital gains, if any. Life of fund figures are reported as of the commencement date to the period indicated.
Current performance may be higher or lower than the performance data quoted. After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on the investor’s tax situation and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their fund shares through tax-deferred arrangements such as 401 plans or individual retirement accounts.
Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. MSCI has established an information barrier between equity index research and certain Information. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties , nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited.
- This fund does not seek to follow a sustainable, impact or ESG investment strategy.
- The Fund is designed to track the S&P 1500 Index, which combines the S&P 500, S&P MidCap 400 and the S&P SmallCap 600 Indices, and represents approximately 90% of the total US equity market capitalization.
- The bands help to underscore the underlying uncertainty in the calculations and the variability of the metric.
- IShares unlocks opportunity across markets to meet the evolving needs of investors.
- Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement.
Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted, and numbers may reflect small variances due to rounding. Standardized performance and performance data current to the most recent month end may be found in the Performance section. The performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your shares.