iShares U.S. Large Cap Premium Income Active ETF (BALI) — ETF Analysis on Winston

Key Facts

• Issuer: IShares
• Category: Equity
• Asset Class: Equity
• Price: $33.75
• Expense Ratio: 35.00%
• Assets Under Management: $1.2B
• Number of Holdings: 234
• Inception Date: 2023-09-26
• Currency: USD

Winston Score

iShares U.S. Large Cap Premium Income Active ETF has a Winston Score of 74 out of 100.

Performance

• 1-Year Return: 16.98%
• 3-Year Return: 31.82%
• 5-Year Return: 31.82%

Top Holdings

NVIDIA CORP (N/A%), APPLE INC (N/A%), MICROSOFT CORP (N/A%), AMAZON.COM INC (N/A%), ALPHABET INC CLASS A (N/A%)

Sector Breakdown

Basic Materials (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%)