IFED

ETRACS IFED Invest with the Fed TR Index ETN
*Unless otherwise stated, data provided by FactSet.

IFED Fund Description

IFED tracks a total return index of large-cap US equities that the issuer believes will benefit from the prevailing monetary environment. The fund uses multiple fundamental factors to select and weight securities for inclusion.

IFED Factset Analytics Insight

IFED tracks a total return index that invests in large-cap US securities that the issuer believes is best positioned to benefit from the current monetary landscape. The index will use a proprietary methodology to classify the prevailing monetary environment as expansive, restrictive, or indeterminate. The 500 largest NYSE-listed stocks are then scored by several fundamental metrics, based on their potential to benefit from the current environment, where 75 of the best scoring stocks are selected for inclusion. The selected stocks are also weighted using their score with additional factors like liquidity, individual stock, and sector weights. The index is rebalanced when the prevailing monetary environment changes. Note: As an ETN, IFDL carries the credit risk of the issuer, UBS

PERFORMANCE [as of 11/24/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IFED 2.24% -- -- -- -- -- --
IFED (NAV) 2.07% -- -- -- -- -- --
N/A -- -- -- -- -- -- --
MSCI USA Large Cap Index 3.44% 4.68% 25.69% 30.59% 24.40% 19.30% 17.68%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IFED Summary Data

UBS
09/14/21
Open-Ended Fund
0.45%
--
$1.61M
0.11%

IFED Portfolio Data

--
--
--
--
N/A
0

IFED Index Data

N/A
Fundamental
Fundamental
MSCI USA Large Cap Index

IFED Portfolio Management

0.45%
--
--
--

IFED Tax Exposures

20.00% / 39.60%
--
Ordinary income
No

IFED Fund Structure

Open-Ended Fund
No
No
-- / --
UBS AG (Jersey Branch)
Low
Low
None

IFED Factset Analytics Block Liquidity

As of 11/25/21
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of IFED. IFED is rated a N/A out of 5.

IFED Tradability

64,251
$1.61M
57,883
$1.52M
0.11%
$0.03
-0.02%
0.19% / -0.19%
N/A
--
50,000
1.16
--
--
--
$27.44
N/A

IFED Countries


IFED
Segment Benchmark
--
99.90%
--
0.10%

IFED Regions


IFED
Segment Benchmark
--
100.00%

IFED Economic Development


IFED
Segment Benchmark
--
100.00%

IFED Performance Statistics

--
--
--
--
0.00%
MSCI USA Large Cap Index

IFED Benchmark Comparison Holdings

0
--
--
--

IFED Benchmark Comparison Summary


IFED
Segment Benchmark
0
--
--
--
--
--
--
--
--
--
--
--

IFED Benchmark Comparison Market Cap Size


IFED
Segment Benchmark
--
--
--
--
--
--
--
--

Options Strategies for Outcome Investing

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