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HFXINYLI FTSE International Equity Currency Neutral ETF

Grow my money11y track recordRanked #283 of 2,999 in this goal

Seeks investment results that correspond to the price and yield performance of the FTSE Developed ex North America 50% Hedged to USD Index.

By New York Life Investment Management LLC · Launched 2015

Annual Cost

0.20%

#934 of 5,861 · low cost

Fund Size

$1.9B

#788 of 5,861 · large

Return (1Y)Goal

+30.8%

Track Record

11 years

#1,302 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$13,192+31.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Index tracked

FTSE Developed ex North America 50% Hedged to USD Index

What it actually holds

By weight

Concentration

Top 10 holdings = 15.1% of fundwell diversified

SAMSUNG ELECTRONICS CO LTD
3.2%
ASML HOLDING NV
2.2%
SK HYNIX INC
1.9%
HSBC HOLDINGS PLC
1.3%
ROCHE HOLDING AG
1.2%
NOVARTIS AG
1.1%
ASTRAZENECA PLC
1.1%
SHELL PLC
1.0%
NESTLE' CAPITAL MARKETS SA
1.0%
DREYFUS GOVERNMENT CASH MANAGEDGCXX
1.0%

Asset allocation

Stocks
99.3%
Cash
0.4%
Preferred
0.2%
Other
0.1%

By sector

Financial Services
21.9%
Industrials
19.2%
Technology
17.9%
Healthcare
9.0%
Consumer Cyclical
7.8%
Consumer Defensive
6.0%
Basic Materials
6.0%
Communication
3.5%
Other
8.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.6%Moderate

Year-on-year price swings

Max drawdown
-32.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.01Strong risk-adjusted returns
Sortino (3Y)
1.49Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond to the price and yield performance of the FTSE Developed ex North America 50% Hedged to USD Index.
Strategy
Employs a passive management approach to track the FTSE Developed ex North America 50% Hedged to USD Index, which includes large- and mid-cap international stocks from developed markets. The Fund hedges approximately half of its currency exposure to provide neutral currency exposure, focusing on sectors like financials, industrials, and health care.
Inception date
July 22, 2015
Fund family
New York Life Investment Management LLC

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Data updated on 2026-08-04