IQ Real Return ETF (CPI)
|Ex-Dividend Date||Dec 30, 2020|
|Day's Range||27.51 - 27.54|
|Inception Date||Oct 27, 2009|
The investment seeks investment results that correspond generally to the price and yield performance of its underlying index, the IQ Real Return Index. The fund is a fund of funds which means it invests, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the investments included in its underlying index, which includes underlying funds. The underlying index consists of a number of components (underlying index components) selected in accordance with the rules-based methodology of such underlying index.
Top 10 Holdings91.79% of assets
|IQ Ultra Short Duration ETF||ULTR||24.96%|
|iShares Short Treasury Bond ETF||SHV||23.53%|
|SPDR Bloomberg Barclays 1-3 Month T-Bill ETF||BIL||19.78%|
|iShares 7-10 Year Treasury Bond ETF||IEF||4.96%|
|Invesco CurrencyShares Japanese Yen Trust||FXY||4.28%|
|Goldman Sachs TreasuryAccess 0-1 Year ETF||GBIL||3.05%|
|SPDR S&P 500 ETF Trust||SPY||3.02%|
|Invesco DB Gold Fund||DGL||2.87%|
|Invesco DB Oil Fund||DBO||2.87%|
|iShares 3-7 Year Treasury Bond ETF||IEI||2.48%|
|Dec 30, 2020||$0.26925||Jan 7, 2021|
|Dec 30, 2019||$0.59288||Jan 6, 2020|
|Dec 27, 2018||$0.3478||Jan 3, 2019|
|Dec 28, 2017||$0.29413||Jan 3, 2018|
|Dec 29, 2015||$0.00263||Jan 5, 2016|
|Dec 29, 2014||$0.02527||Jan 5, 2015|
Prior to this year, plenty of investors knew about inflation. However, in 2021, investors are getting a crash course in varying types of inflation, namely persistent and transitory.
Inflation continues rising, and while the August increase by the Consumer Price Index (CPI) was relatively modest, it's further confirmation that rising prices are proving pesky this year. Historically,...
The Consumer Price Index (CPI) rose again in August, though the increase was more modest than in the preceding several months. Still, the persistent vs.
For economists and investors, inflation remains a hot-button topic, and while the August increase in the Consumer Price Index (CPI) was more modest than expected, some market observers believe that this...
Inflation-fighting assets are getting ample attention this year as the Consumer Price Index (CPI) is in the midst of a multi-month rise. Hard assets possess an enviable track record of thriving during i...
Investors are hearing plenty about inflation and the rising Consumer Price Index (CPI) this year. And will price increases be persistent or transitory?
After three consecutive notable increases in monthly Consumer Price Index (CPI) data, it's not a stretch to say plenty of investors are tiring of inflation data. The problem is, even if inflation is tra...
There's plenty of debate pitting market observers in the persistent or transitory camps, but the fact remains, inflation is here, and the last three months' worth of Consumer Price Index (CPI) readings ...
Abundant liquidity, surging demand following pandemic lockdowns and supply-side constraints are leading investors to seek inflation stocks. The post 7 Inflation Stocks to Buy Now as Prices Surge appeare...
When it comes to inflation gauges, many advisors and clients know about the Consumer Price Index (CPI). Some know that there are two primary ways rising costs are calculated – a broader number and one e...
The May reading of the Consumer Price Index (CPI) confirms higher prices are here, but equities continue to soar. For the month ending June 14, the S&P 500 is higher by 4.66%.
While it's widely expected that the Consumer Price Index (CPI) is in store for near-term upside, those increases may well be transitory. Some market observers are even saying inflationary pressures coul...
Inflation is almost certainly the hottest topic in finance nearly five months into 2021. Currently, the Consumer Price Index (CPI) isn't rising at an alarming rate, but the combination of rampant govern...
For more than a decade, market pundits warned about the possibility of rising inflation. For more than a decade, they were largely proven wrong.
This year, advisors are likely hearing plenty about the relation trade – a scenario that implies inflation is either here, or soon will be. Turning to fixed income assets designed to contend with a risi...
With oil prices seemingly in the gutter, a bounce is likely expected, but for now, the commodity is causing inflationary expectations to take a back seat.