ITEQBlueStar Israel Technology ETF
ITEQ Fund Description
ITEQ tracks an index composed of Israeli technology companies listed globally.
ITEQ Factset Analytics Insight
ITEQ offers broadly defined exposure to Israeli technology companies—it’s the second fund tracking a BlueStar Index. Index components aren’t determined simply by where the companies’ headquarters are, but instead by a loose mix of factors. The basic requirement is one of the following: at least 20% of the company’s employees located in Israel, 20% of long-lived assets located in Israel, or have a major R&D center in Israel. Other considerations include tax status, incorporation, or management domiciled within Israel. The fund approaches its sector focus with similar breadth, including companies categorized as health care, biotech, life sciences, aerospace, clean energy, and agri-tech. Weighting is done by market capitalization and rebalancing is done semi-annually.
ITEQ MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
ITEQ Portfolio Data
ITEQ Index Data
ITEQ Portfolio Management
ITEQ Tax Exposures
ITEQ Fund Structure
ITEQ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ITEQ. ITEQ is rated a 5 out of 5.
ITEQ Sector/Industry Breakdown
ITEQ Economic Development
ITEQ Performance Statistics
ITEQ Benchmark Comparison Summary
ITEQ Benchmark Comparison Market Cap Size