LCTUiShares U.S. Carbon Transition Readiness Aware Active ETF

Grow my money5y track recordRanked #492 of 2,960 in this goal

Seeks to outperform the price and yield performance of the Russell 1000 Index before including Fund expenses by emphasizing LCETR score criteria.

By BlackRock · Launched 2021

Annual Cost

0.15%

#740 of 5,562 · low cost

Fund Size

$1.5B

#879 of 5,562 · large

Return (1Y)Goal

+24.6%

Track Record

5 years

#2,354 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$12,467+24.7%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

Focus

ESG

Index tracked

Russell 1000 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 35.1% of fund✓ well diversified

NVIDIA Corp

7.4%

Apple Inc

6.7%

Microsoft Corp

4.1%

Amazon.com Inc

3.2%

Alphabet Inc

2.8%

Meta Platforms Inc

2.7%

Broadcom Inc

2.3%

Alphabet Inc

2.3%

Tesla Inc

2.1%

Berkshire Hathaway Inc

1.5%

Asset allocation

Stocks

99.5%

Cash

0.5%

By sector

Technology

37.8%

Financial Services

11.3%

Consumer Cyclical

10.3%

Communication

9.9%

Healthcare

8.6%

Industrials

8.3%

Consumer Defensive

4.5%

Energy

3.0%

Other

6.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.8%Moderate

Year-on-year price swings

Max drawdown

-25.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

1.04Strong risk-adjusted returns

Sortino (3Y)

1.53Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to outperform the price and yield performance of the Russell 1000 Index before including Fund expenses by emphasizing LCETR score criteria.
Strategy: Invests primarily in large- and mid-cap U.S. equity securities, emphasizing issuers with high Low Carbon Economy Transition Readiness scores. Seeks to maintain an LCETR score at least 10% better than the Russell 1000 Index.
Inception date: April 6, 2021
Fund family: BlackRock