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BALI ETF

Profile

Name:

iShares Advantage Large Cap Income ETF

Assets under management:

$55 M

Expense ratio:

0.35%

Inception date:

28 September 2023

Website:

-

Last ex-dividend date:

01 November 2024

Next ex-dividend date:

N/A

Description:

BALI ETF, or the MSCI All Country World Minimum Volatility Index ETF, focuses on low-volatility stocks globally. It aims to provide investors with a smoother investment experience by reducing risk while still offering potential returns, making it suitable for conservative investors seeking stability in their portfolios.

Top holdings

Name
Weight
AAPL logo
Apple(AAPL)
7.66 %
MSFT logo
Microsoft(MSFT)
6.89 %
NVDA logo
NVIDIA(NVDA)
6.71 %
AMZN logo
Amazon(AMZN)
4.59 %
GOOGL logo
Alphabet(GOOGL)
2.82 %
BLK CSH FND TREASURY SL AGENCY(XTSLA)
1.86 %
MA logo
Mastercard Incorporated(MA)
1.81 %
META logo
Meta Platforms(META)
1.60 %
GOOG logo
Alphabet(GOOG)
1.55 %
CASH COLLATERAL MSFUT USD(MSFUT)
1.48 %

Holding types

Countries

Sectors

Analyst ratings

Market Data

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Price

$31.99
BALI price is $31.99

Price YTD Change

+20.26%
BALI price is up +20.26% since January 1st

Price All-time High

$32.27
BALI price is currently -0.87% below its historical high of $32.27

200-day SMA

$29.31
BALI 200-day simple moving average is currently +9.15% above its 200-day simple moving average

50-day SMA

$30.62
BALI 50-day simple moving average is currently +4.48% above its 50-day simple moving average

14-day RSI

61.12
BALI 14-day relative strength index is 61.12

ATR

$0.23
BALI average true range is $0.23

Beta

0.81
BALI beta is 0.81

Dividend

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Last Paid Dividend

$0.13
BALI dividend per share is $0.13

TTM Dividend Per Share

$1.93
BALI TTM dividend per share is $1.93

TTM Dividend Per Share 1-Year Change

+1140.09%
BALI TTM dividend per share is up +1140.09% year-on-year

TTM Dividend Yield

6.04%
BALI TTM dividend yield is 6.04%

TTM Dividend Yield 1-Year Change

+906.67%
BALI TTM dividend yield is up +906.67% year-on-year
BALI: Great For Large-Cap Exposure Right Now
BALI: Great For Large-Cap Exposure Right Now
BALI: Great For Large-Cap Exposure Right Now
BALI
seekingalpha.com03 November 2024

BALI gives investors access to large-cap stocks and offers a high yield by using a call-writing strategy. This approach can be helpful during times of moderate market fluctuations, like we are experiencing now. It may be a good option for cautious investors who are hesitant about investing in large-cap stocks at the moment.

Magnificent Seven Covered Calls & Vanguard in Focus
Magnificent Seven Covered Calls & Vanguard in Focus
Magnificent Seven Covered Calls & Vanguard in Focus
BALI
etftrends.com08 July 2024

In the first half of 2024, I published a lot of content on ETF Trends and VettaFi's other websites. Pieces included a focus on free cash flow ETFs, robotics, and the success of newer ETF entrants.

Strong Performing Covered Call ETFs
Strong Performing Covered Call ETFs
Strong Performing Covered Call ETFs
BALI
ETF Trends21 March 2024

Earlier in March, I joined ETF Prime with Nate Geraci. We discussed the status of his 2024 ETF predictions.

BlackRock's Lineup Expansion and What's Ahead
BlackRock's Lineup Expansion and What's Ahead
BlackRock's Lineup Expansion and What's Ahead
BALI
ETF Trends15 November 2023

The health of the $7 trillion U.S. ETF remains strong, with many advisors and investors pairing ETFs with other investments and new entrants joining the market. BlackRock remains the industry leader and has expanded its lineup with innovative strategies in 2023.

FAQ

  • What is BALI ETF?
  • Does BALI pay dividends?
  • What stocks are in BALI ETF?
  • What is the current assets under management for BALI?
  • What is BALI average volume?
  • What is BALI expense ratio?
  • What is BALI inception date?

What is BALI ETF?

BALI ETF, or the MSCI All Country World Minimum Volatility Index ETF, focuses on low-volatility stocks globally. It aims to provide investors with a smoother investment experience by reducing risk while still offering potential returns, making it suitable for conservative investors seeking stability in their portfolios.

Does BALI pay dividends?

Yes, the iShares Advantage Large Cap Income ETF does pays dividends, with the most recent payment being $0.13 per share. The last ex-dividend date was on 01 November 2024, and the next ex-dividend date has not been announced yet

What stocks are in BALI ETF?

As of today, iShares Advantage Large Cap Income ETF inlcudes 157 holdings, with 148 of them being companies from 3 different countries and 11 sectors. The most weighted holdings are Apple (7.66%), Microsoft (6.89%) and NVIDIA (6.71%)

What is the current assets under management for BALI?

Assets under management of iShares Advantage Large Cap Income ETF is $55 M

What is BALI average volume?

Average volume of iShares Advantage Large Cap Income ETF is $24 K

What is BALI expense ratio?

Expense ratio of iShares Advantage Large Cap Income ETF is 0.35%

What is BALI inception date?

Inception date of iShares Advantage Large Cap Income ETF is 28 September 2023