ILOWAB International Low Volatility Equity ETF

Grow my money10y track recordRanked #621 of 2,969 in this goal

Seeks long-term growth of capital.

By AllianceBernstein · Launched 2015

Annual Cost

0.50%

#2,580 of 5,573 · average

Fund Size

$1.8B

#800 of 5,573 · large

Return (1Y)Goal

+13.4%

Track Record

10 years

#1,325 of 5,573 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,322+13.2%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global ex-US

Cap

Multi cap

Strategy

Active selection

Factor

Low volatility

Focus

ESG

What it actually holds

By weight

Concentration

Top 10 holdings = 19.8% of fund✓ well diversified

Shell PLC

2.2%

KBC Group NV

2.1%

SAP SE

2.0%

Taiwan Semiconductor Manufacturing Co Ltd

2.0%

Tesco PLC

2.0%

BAE Systems PLC

1.9%

AstraZeneca PLC

1.9%

Nordea Bank Abp

1.9%

AIB Group PLC

1.9%

RELX PLC

1.8%

Asset allocation

Stocks

99.4%

Cash

0.6%

By sector

Financial Services

32.1%

Industrials

18.6%

Technology

11.4%

Consumer Defensive

10.9%

Healthcare

7.2%

Communication

6.3%

Utilities

3.6%

Real Estate

2.9%

Other

6.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.6%Moderate

Year-on-year price swings

Max drawdown

-10.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long-term growth of capital.
Strategy: Actively managed ETF investing primarily in non-U.S. equity securities, focusing on mid- and large-cap companies. Uses fundamental and quantitative research to identify firms with sustainable profitability and low volatility.
Inception date: July 29, 2015
Fund family: AllianceBernstein