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Yahoo
6 days ago
- Business
- Yahoo
Should iShares Russell 1000 Growth ETF (IWF) Be on Your Investing Radar?
Looking for broad exposure to the Large Cap Growth segment of the US equity market? You should consider the iShares Russell 1000 Growth ETF (IWF), a passively managed exchange traded fund launched on 05/22/2000. The fund is sponsored by Blackrock. It has amassed assets over $113.80 billion, making it one of the largest ETFs attempting to match the Large Cap Growth segment of the US equity market. Why Large Cap Growth Companies that fall in the large cap category tend to have a market capitalization above $10 billion. Considered a more stable option, large cap companies boast more predictable cash flows and are less volatile than their mid and small cap counterparts. Qualities of growth stocks include faster growth rates compared to the broader market, as well as higher valuations and higher than average sales and earnings growth rates. Additionally, growth stocks have a greater level of risk associated with them. Compared to value stocks, growth stocks are a safer bet in a strong bull market, but don't perform as strongly in almost all other financial environments. Costs When considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long term if all other factors remain equal. Annual operating expenses for this ETF are 0.19%, making it one of the cheaper products in the space. It has a 12-month trailing dividend yield of 0.41%. Sector Exposure and Top Holdings Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Information Technology sector--about 52.20% of the portfolio. Consumer Discretionary and Telecom round out the top three. Looking at individual holdings, Nvidia Corp (NVDA) accounts for about 12.69% of total assets, followed by Microsoft Corp (MSFT) and Apple Inc (AAPL). The top 10 holdings account for about 58.68% of total assets under management. Performance and Risk IWF seeks to match the performance of the Russell 1000 Growth Index before fees and expenses. The Russell 1000 Growth Index measures the performance of the large-capitalization growth sector of the U.S. equity market. The ETF return is roughly 8.91% so far this year and it's up approximately 19.17% in the last one year (as of 07/24/2025). In the past 52-week period, it has traded between $320.42 and $436.59. The ETF has a beta of 1.14 and standard deviation of 20.93% for the trailing three-year period, making it a medium risk choice in the space. With about 389 holdings, it effectively diversifies company-specific risk. Alternatives IShares Russell 1000 Growth ETF holds a Zacks ETF Rank of 1 (Strong Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, IWF is a great option for investors seeking exposure to the Style Box - Large Cap Growth segment of the market. There are other additional ETFs in the space that investors could consider as well. The Vanguard Growth ETF (VUG) and the Invesco QQQ (QQQ) track a similar index. While Vanguard Growth ETF has $179.85 billion in assets, Invesco QQQ has $358.67 billion. VUG has an expense ratio of 0.04% and QQQ charges 0.20%. Bottom-Line While an excellent vehicle for long term investors, passively managed ETFs are a popular choice among institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report iShares Russell 1000 Growth ETF (IWF): ETF Research Reports Apple Inc. (AAPL) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Invesco QQQ (QQQ): ETF Research Reports Vanguard Growth ETF (VUG): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Independent Singapore
23-07-2025
- Business
- Independent Singapore
MAS primes Singapore equities, undervalued firms for major boost
Photo: Depositphotos/tang90246 SINGAPORE: The Monetary Authority of Singapore (MAS) plans to change the local equity market with its S$5 billion Equity Market Development Programme (EQDP), attracting optimism from local investors and analysts. This initiative focuses on small and mid-cap (SMID) stocks beyond the concentrated trading environment of the Straits Times Index. Launched in February 2025, the programme will initially invest S$1.1 billion through three asset managers: Fullerton Fund Management, JP Morgan, and Avanda Investment Management. They have a clear goal: find undervalued stocks and encourage more investors to participate. The MAS has chosen safe establishment names; all are asset managers with strong track records and institutional strength. Already, the Singapore market has seen a major rally and re-rating of SMID stocks on the Singapore market. The new liquidity pool investing in undervalued SMIDs will improve price discovery across the sector. Analysts have highlighted promising companies in various sectors. These include manufacturing leaders AEM and Nanofilm Technologies, fintech firms like iFAST, healthcare companies such as ParkwayLife REIT, transport stocks ComfortDelGro and SATS, and solid REITs including CapitaLand Ascendas and Mapletree Logistics Trust. Morgan Stanley predicts billions in annual capital inflows, which could raise valuations by 20% to match global market standards. The MSCI Singapore Index, already up 13% this year, shows early signs of momentum and investor confidence in this strategic approach. The EQDP aims to change Singapore's investment landscape by elevating market liquidity. It seeks to increase investor participation, focus on stocks with good governance, and create opportunities for new corporate leaders. Analysts believe SMID stocks could see liquidity increases up to 19 times, which would narrow the valuation gaps with larger companies. Tax exemptions and simplified listing processes will make the market more appealing globally. Success depends on how well fund managers perform and on stable global economic conditions. While immediate gains for the Straits Times Index (STI) might be modest, the programme offers long-term restructuring of Singapore's investment ecosystem. The EQDP represents a bold new vision for Singapore's equity and is set to impact the city-state's broader corporate landscape. The move aims to position Singapore as an energetic platform for innovative companies and savvy investors. By focusing on overlooked sectors and providing strategic capital, MAS is paving the way for Singapore's most promising companies to gain serious investment and global attention. () => { const trigger = if ('IntersectionObserver' in window && trigger) { const observer = new IntersectionObserver((entries, observer) => { => { if ( { lazyLoader(); // You should define lazyLoader() elsewhere or inline here // Run once } }); }, { rootMargin: '800px', threshold: 0.1 }); } else { // Fallback setTimeout(lazyLoader, 3000); } });
South China Morning Post
21-07-2025
- Business
- South China Morning Post
Singapore to allocate US$856 million in kick-off of plan to boost stock market
Singapore plans to allocate about US$856 million to three asset managers, including JP Morgan Asset Management, as part of a broader effort to enhance liquidity and expand investor participation in the local stock market. The other asset managers named for the initial phase of Singapore's S$5 billion (US$3.9 billion) Equity Market Development Programme – which was first announced in February – were Avanda Investment Management and Fullerton Fund Management, according to a statement on Monday by the Monetary Authority of Singapore. The city state's central bank said it received more than 100 applications for the programme. The MAS said it would appoint additional asset managers in the fourth quarter to manage remaining funds. The central bank would also set aside S$50 million to strengthen local equity research and grow 'a more vibrant listed product ecosystem', the statement said. The details mark the first progress update in months from a government-led task force that was formed to address the local equities market's lagging performance in new listings and trading volumes compared with major regional peers. 'When we invited asset managers to put forth the proposals, we made clear to everybody that this is not just about injecting funds into Singapore's equities market,' said Chee Hong Tat, minister for national development. 'But we're really looking at also how to develop our fund-management industry.' In February, the equity market review group announced a raft of measures aimed at boosting the market. Other initiatives include requiring some family offices to deploy a portion of their assets into domestic equities and streamlining listing rules for companies seeking to go public on the stock exchange.
CNA
21-07-2025
- Business
- CNA
MAS appoints three asset managers to invest part of S$5 billion fund to support Singapore stock market
SINGAPORE: The Monetary Authority of Singapore (MAS) has appointed three asset managers under the Equity Market Development Programme, it announced on Monday (Jul 21). The asset managers will initially manage S$1.1 billion (US$856 million) out of the S$5 billion fund, and MAS is still reviewing submissions from more than 100 global, regional and local firms. Avanda Investment Management, Fullerton Fund Management and JP Morgan Asset Management are the first three managers to be appointed, MAS said in an update to its earlier announcement in February. At that time, the MAS announced the S$5 billion programme that involves putting money with fund managers focused on investing in Singapore stocks. These managers are expected to actively manage investments in a range of companies and draw in investments from other investors. The programme was proposed by a review group established in August 2024 to strengthen Singapore's stock market and aims to complete its work by the end of 2025. MAS said it has received strong interest in the Equity Market Development Programme, and is reviewing applications in batches to speed up the appointment and capital deployment process. The factors taken into consideration were the alignment of their proposed fund strategies with the programme's objectives, the strength of their proposals to "crowd in" third-party capital and their commitment to expand or contribute to the growth of the asset management and research capabilities in Singapore. "In particular, the fund strategies should have a clear focus on improving liquidity and broadening participation in Singapore equities, with significant allocation to small and mid-cap stocks," MAS said in a press release. The next phase of selection is expected to be announced by the fourth quarter of this year. "By investing with a broad range of fund managers employing varied strategies, the (programme) can leverage their distinct investment expertise and distribution networks to attract commercial capital and strengthen market vibrancy," the central bank added. In recent years, Singapore's stock market has struggled with poor valuations, limited liquidity and a lack of new listings. Prime Minister Lawrence Wong said in his Budget 2025 speech that he would introduce tax incentives for Singapore-based companies and fund managers that choose to list here. Mr Wong also said there would be tax incentives for fund managers who invest substantially in Singapore-listed equities, in order to encourage more investment in local capital markets. S$50 MILLION FOR EQUITY RESEARCH MAS also said on Monday that it would set aside S$50 million from the Financial Sector Development Fund to enhance the Grant for Equity Market Singapore (GEMS) scheme. This is part of the review group's earlier recommendation to shift toward a more disclosure-based regime. "In tandem with this shift, it is important to enhance the quality of equity research as a complementary measure," MAS said, adding that it will facilitate price discovery and fair valuation of companies, enabling investors to make informed decisions. The industry has also given feedback that research coverage in the small- and mid-cap segment could be improved. Besides contributing S$50 million in funding, the GEMS scheme will also be extended by two years to the end of 2028. Each research report can receive an additional S$1,000, while those that initiate research coverage or cover pre-initial public offering stage and newly listed companies can receive a further S$1,000. This brings the maximum funding per report from S$4,000 to S$6,000. There will also be new grant funding to defray costs of research dissemination through digital media and to support research on private companies with strong local presence. The listing grant under GEMS will also be expanded to cover Singapore Depository Receipts and Foreign Depository Receipts with underlying Singapore stocks, as well as for the listing of primary listed exchange-traded funds. For investors, MAS will be strengthening protection by enhancing recourse avenues. Based on feedback that retail investors face difficulty in commencing civil action, the regulator will consult on proposals covering three areas – enabling pursuit of legal action, facilitating self-organisation and providing access to funding.
Yahoo
09-07-2025
- Business
- Yahoo
‘Unloved' Stocks Rally Is Luring Some Big Buyers Off Sidelines
(Bloomberg) -- Fast-money investors are edging their way back into US stocks after sitting out a furious rally, bolstering the case for equities to extend their advance further into uncharted territory. Are Tourists Ruining Europe? How Locals Are Pushing Back Can Americans Just Stop Building New Highways? Singer Akon's Failed Futuristic City in Senegal Ends Up a $1 Billion Resort Denver City Hall Takes a Page From NASA Philadelphia Trash Piles Up as Garbage Workers' Strike Drags On A BNP Paribas measure of equity positioning among investors including commodity-trading advisors, volatility-target funds and hedge funds has been steadily rising and now sits at just above neutral. That follows a monthslong rally that saw the S&P 500 Index rebound to new highs from the precipice of a bear market. The last time institutions were this light on stocks in the midst of a sharp recovery was in 2023, according to the bank. The limited exposure suggests there is room for stocks to rise should investors decide to pile in after tariff chaos pushed them to the sidelines earlier this year, the bank's strategists said. They expect CTAs and volatility-linked funds to buy as much as $20 billion in stocks over the next week, offering support to a rally that has already seen the S&P 500 Index rise 25% from its April low. 'The adding of risk would indeed be a positive driver,' said Greg Boutle, BNP Paribas' head of US equity and derivative strategy. 'Investors being dragged back into an unloved rally, this could cause the market to overshoot on the upside.' Positioning comes into the spotlight as investors brace for a slew of tests that could challenge the recent strength in equities, from fresh developments in President Donald Trump's tariff war to the upcoming earnings season and possible shifts in Federal Reserve policy. A concentration of bets in Big Tech shares and a dearth of stocks making new highs alongside the S&P 500 show caution persists, despite the recent gains in markets. Among the wary is Craig Basinger, chief market strategist at Purpose Investments. In a note earlier this week, he warned that 'an economic growth scare' is building and could derail the rally in equities. The markets have been 'overreacting to good news to the upside' and the firm has adopted a more cautious stance as a result, he added. Cause for Optimism Yet there's plenty of optimism as well. Coming into this week, the S&P 500's sensitivity to macroeconomic shocks had dropped to the lowest level since March, before Trump unveiled his sweeping so-called reciprocal tariffs, according to 22V Research. 'People just think he won't go through with anything too harmful,' said Dennis Debusschere, 22V's president and chief market strategist. Goldman Sachs Group Inc. strategists raised their outlook for US stocks for the second time in two months, saying they expect the Federal Reserve to act sooner to cut rates. Meanwhile, JPMorgan's trading desk remains 'tactically bullish' on US equities and suggested in a Monday note that investors should view 'near-term volatility' from tariff deadlines as a 'buy-the-dip opportunity.' Indeed, the markets have taken recent tariff news in stride. The S&P 500 remains within 1% of its record high, even after Trump on Tuesday stressed he would not offer additional extensions on country-specific levies set to now hit in early August. As a result, some investors are looking beyond this week's tariff announcements and trying to position for a move higher. 'Just because you get a very negative headline, that's not something that can't be walked back,' Boutle said. Will Trade War Make South India the Next Manufacturing Hub? 'Our Goal Is to Get Their Money': Inside a Firm Charged With Scamming Writers for Millions 'Telecom Is the New Tequila': Behind the Celebrity Wireless Boom Pistachios Are Everywhere Right Now, Not Just in Dubai Chocolate SNAP Cuts in Big Tax Bill Will Hit a Lot of Trump Voters Too ©2025 Bloomberg L.P. Fehler beim Abrufen der Daten Melden Sie sich an, um Ihr Portfolio aufzurufen. Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten
