CPIIQ Real Return ETF
CPI Fund Description
CPI tracks an index that provides returns greater than the rate of inflation. The fund's index uses a multifactor model to allocate across asset classes and geographies primarily via ETFs.
CPI Factset Analytics Insight
CPI aims to deliver returns over the rate of inflation through its fund-of-funds basket. The underlying index offers exposure to asset classes whose returns incorporate inflation expectations to achieve its investment goal. This strategy generally provides exposure to US large- and small-cap equity, real estate, foreign equity, US government debt, and commodities. The fund’s huge stake in short-term Treasuries should be expected to bring a little variation on its return over a period of time. This position lowers volatility but doesn’t help returns much, and it elevates correlations with fixed income. The combination of higher correlations and long-only exposure makes CPI less of a pure-play in the absolute-returns space compared with some peers.
CPI MSCI ESG Analytics Insight
IQ Real Return ETF has an MSCI ESG Fund Rating of A based on a score of 6.56 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. IQ Real Return ETF ranks in the 41st percentile within its peer group and in the 41st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
CPI Portfolio Management
CPI Tax Exposures
CPI Fund Structure
CPI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of CPI. CPI is rated a 1 out of 5.
CPI Asset Allocation