ITEQAmplify BlueStar Israel Technology ETF

Grow my money10y track recordRanked #1,762 of 2,992 in this goal

Seeks investment results that generally correlate to the total return performance of the BlueStar Israel Global Technology Index.

By Amplify ETFs · Launched 2015

Annual Cost

0.75%

#3,918 of 5,854 · average

Fund Size

$120M

#2,815 of 5,854 · mid-size

Return (1Y)Goal

+14.1%

Track Record

10 years

#1,341 of 5,854 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,376+13.8%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Emerging markets

Cap

Multi cap

Strategy

Index tracking

Sector

Information technology

Focus

Clean Energy

Index tracked

BlueStar Israel Global Technology Index

What it actually holds

By weight

Concentration

Top 10 holdings = 65.2% of fundconcentrated

Elbit Systems Ltd

13.7%

First American Government Obli

11.0%

Tower Semiconductor Ltd

8.7%

Check Point Software Technolog

5.8%

Nova Ltd

5.2%

Nice Ltd

5.0%

Next Vision Stabilized Systems

4.4%

Amdocs Ltd

3.9%

Ormat Technologies Inc

3.8%

Enlight Renewable Energy Ltd

3.8%

Asset allocation

Stocks

99.3%

Cash

0.7%

By sector

Technology

64.1%

Industrials

11.2%

Utilities

9.1%

Financial Services

5.1%

Healthcare

4.4%

Consumer Cyclical

3.3%

Communication

2.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

24.6%High

Year-on-year price swings

Max drawdown

-54.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.36Below average

Sortino (3Y)

0.52Moderate downside risk

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks investment results that generally correlate to the total return performance of the BlueStar Israel Global Technology Index.
Strategy: Invests at least 80% of net assets in Israeli technology operating companies, using a passive indexing approach to replicate the BlueStar Israel Global Technology Index. The Fund targets companies in sectors like information technology, biotechnology, and clean energy, ensuring compliance with specific criteria for inclusion in the Index.
Inception date: November 2, 2015
Fund family: Amplify ETFs