Stylin 'kunye neStf Style
Ukuba ungumtyalomali onesicwangciso esithile sokutyalomali , ngoko unokufuna ukujonga ii-ETF zegama, ngamanye amaxesha ezibizwa ngokuba yi-Market Cap ETF. Imali yokuthengiswa kwemali yokuthengisa izitala ziza kubalwa ubuncinane kunye nobunzima kwaye ziqulethwe ngamasheya esekelwe kwi-market-capital (i-cap cap market size). Kwaye zikwahlula ngokweentlobo zotyalo-mali ezifana nokukhula, ixabiso, okanye umxube wezo zombini.
01 I-ETF ye-Small-Cap Style
Ukuba unobumbano lwezitshixo ezincinane, oku kungaba yi-ETF yesimboli kuwe. Iifayile ze-ETFs ezincinci ezincinci zilandelela isalathisi esineempahla eziphantsi kweebhiliyoni ezi-1 zeebhiliyoni kwiimali zentengiso.
{Ixabiso leMakethe yexabiso = Ixabiso ngalinye ngezabelo x izabelo ezikhoyo}
Umzekelo, iVB - iVanguard Small Cap ETF, ilandelela ukusebenza kwe-MSCI yase-US Small Cap 1750, ene-index of stocks ezinkampani ezincinane zase-US. I-SBA Communications Corporation (SBAC) ngumzekelo wesitokisi kule ngxowa-mali.
Ngaba ufuna ukubona ezinye iifowuni ze-cap-action? Emva koko qwa lasela uluhlu ...
- Uluhlu lwe-ETF ye-Small-Cap
- Uluhlu lwee-micro-cap ETFs
02 Mid-Cap Style ETFs
I-ETF yee-middle-tracks ilandelelanisa i-stocks eneemali zemarike phakathi kwama-$ 1 billion kunye ne-$ 10 billion.
Umzekelo, i-IJH - i-iShares S & P MidCap 400 Index ithatha i-index ye-S & P MidCap 400, eyenziwe ngamashishini afana neRos Stores, Inc. (ROST).
Ukuba ungathanda ukubona imizekelo emininzi yee-capital-caps, ungaboni ngaphezu kwam uluhlu lwama-ETF.
03 I-ETFs enkulu ye-Cap Style
Ezi ntlobo ze-ETF ziqulethe iifowuni ezinama-market-caps ngaphezulu kweedola ezili-10 ezigidi. Nangona inkampani enekhredithi yemarike ngaphezu kweerandi eziyizigidi eziyi-100 ingathi ithathwa njenge-mega-cap, ngenxa ye-ETF yesitayela, ezo nkampani ziza kuhlaselwa kwiqela elisezantsi.
Umzekelo we-ETF ye-cap-style enkulu iya kuba yi-EXT-i-WisdomTree Total Incarnation ETF, elandela i-WisdomTree Inkcazo yokufumana. Olu qulathe luneenkampani ezinkulu ezifana ne-AT & T ne-Exxon Mobil.
Ufuna ukubona eminye imizekelo yeengxowa-mali ezinkulu, ngoko ke ndinayo ukuze ubone ...
- Uludwe lwe-ETFs enkulu
- Uludwe lwe-Mega-Cap ETFs
04 Uhlobo lwe ETFs
Ixabiso le-ETF ye-style ingaba yimali encinci, emikhulu okanye ephakathi, kodwa idalwe ukulandelela iinkampani ezithengisa kwixabiso lemarike eliphantsi kunexabiso "lokwenyaniso". Ngamanye amaxesha isitokhe sinokungathengisanga ngokupheleleyo xa iicandelo okanye iindaba zeemarike zithatha. Oku kungaba ngumzekelo we-stock value. Ihla kwimeko "yexabiso lokwenene" ngokubhekiselele kumbono wezorhwebo.
Umzekelo wexabiso le-ETF yi-JKF - i-iShares ye-Morningstar Large Value Index, elandela i-Index ye-Value Star Value. Le xabiso le-ETF elinamanani amakhulu linamaphepha okugcina kunye neemveliso ezifana ne-swaps kunye neendlela zokukhetha ukulandelelanisa i-index yayo. IBhanki yaseMelika (i-BAC) ngumzekelo wesitokhwe kule nkcazelo kunye nengxowa-mali.
05 I-ETF ye-Growth Style
Indlela yokukhula ye-ETF ilandelelanisa isalathiso sokukhula esineempahla ezinemivuzo ekulindeleke ukuba ikhule ngenqanaba elingentla ngasentla ehambelana nemarike. Iinkampani kwi-fund yokukhula azinakho ukuhlawula isahlulelo, kodwa kunoko ukubuyisela imali yokubuyisela kwi-shishini.
Nangona kunjalo, kubalulekile ukuqaphela ukuba kukho umehluko phakathi kwe-stock growth kunye nenkampani yokukhula. Inkampani yokukhula inokuphuma kwemali okanye umvuzo okhula ngokukhawuleza kunezoqoqosho. Oko akukwenzi kube yinto yokukhula. Kwaye kwezinye iimeko, isitishi senkampani yokukhula sinokubaluleka.
Umzekelo wendlela yokukhula ye-ETF yi-IWP - iShares Russell Midcap Growth Index ETF, elandelela inkcazo yeRussell Midcap Growth. Isitokethi kwi-ETF ye-middle-cap isAvon Products (AVP).
06 Iimpawu ze ETFs
Iifayile ze-ETF zifake kakuhle. Ziquka umxube wokukhula kunye nemigangatho yempahla kwaye ingahlelwa ngokweenqanaba lemali. Umzekelo, i-IWM - iShares Russell 2000 Index ETF ilandelela i-Index 2000 kaRussell kwaye iqukethe iinkampani ezinjengeTupperware Brands (TUP) kunye neBally Technologies (BYI).
Njengoko ubona, kukho ii-ETF zeendlela ezahlukeneyo malunga nesicwangciso sakho sokutyalomali. Kwaye into enhle malunga ne-ETF yintle ngenelo abanayo ngaphezu kokuthenga ezinye izityalo-mali zetekisi ezinjengeenkomfa zendlela kunye neengxowa-mali. Ngoko mhlawumbi ixesha oqale ngalo nge-ETFs .
Kwaye ukuba ufuna ukubona ezinye zeemali zesiqendu kwisenzo, ungakhangeli ngaphezu kwam uluhlu lwamagama e-ETF.