Key stats
About ETRACS IFED Invest with the Fed TR Index ETN due September 15, 2061
Home page
Inception date
Sep 14, 2021
Structure
Exchange-Traded Note
Distribution tax treatment
No distributions
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
UBS Asset Management (Americas) LLC
ISIN
US90278V7689
IFED tracks a total return index that invests in large-cap US securities that the issuer believes is best positioned to benefit from the current monetary landscape. The index will use a proprietary methodology to classify the prevailing monetary environment as expansive, restrictive, or indeterminate. The 500 largest NYSE-listed stocks are then scored by several fundamental metrics, based on their potential to benefit from the current environment, where 75 of the best scoring stocks are selected for inclusion. The selected stocks are also weighted using their score with additional factors like liquidity, individual stock, and sector weights. The index is rebalanced when the prevailing monetary environment changes. Note: As an ETN, IFDL carries the credit risk of the issuer, UBS
Related funds
Classification
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
IFED trades at 45.37 USD today, its price has fallen −0.03% in the past 24 hours. Track more dynamics on IFED price chart.
IFED net asset value is 45.34 today — it's risen 2.16% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
IFED assets under management is 77.14 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
IFED price has risen by 0.36% over the last month, and its yearly performance shows a 18.19% increase. See more dynamics on IFED price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 2.16% over the last month, showed a 3.44% increase in three-month performance and has increased by 12.55% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 2.16% over the last month, showed a 3.44% increase in three-month performance and has increased by 12.55% in a year.
IFED fund flows account for −13.33 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
IFED expense ratio is 0.45%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, IFED isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, IFED technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating IFED shows the buy signal. See more of IFED technicals for a more comprehensive analysis.
Today, IFED technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating IFED shows the buy signal. See more of IFED technicals for a more comprehensive analysis.
No, IFED doesn't pay dividends to its holders.
IFED trades at a premium (0.01%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
IFED shares are issued by UBS Group AG
IFED follows the IFED Large-Cap US Equity Index - Benchmark TR Gross. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Sep 14, 2021.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.