(HYXF) iShares ESG Advanced High - Ratings and Ratios

The fund tracks an index of U.S. dollar-denominated high-yield corporate bonds issued by companies with strong ESG profiles. The index applies ESG criteria to filter out issuers with unfavorable environmental, social, or governance practices, while also incorporating additional screens to further refine the portfolio. At least 80% of the funds assets are allocated to the securities included in the underlying index, with a minimum of 90% invested in fixed-income securities of the types represented in the index.

The ETF provides exposure to high-yield bonds from issuers that meet specific ESG standards, offering a way to align fixed-income investments with sustainability goals. The funds strategy combines ESG considerations with traditional fixed-income investing, targeting higher yields while maintaining a focus on issuers with better ESG performance. This approach may reduce exposure to companies with higher ESG risks, potentially lowering default risk over time.

Based on the technical and fundamental data, the 3-month outlook for HYXF suggests moderate stability with potential for slight upside. The SMA20 of 46.72 indicates recent strength above the SMA50 (46.40), while the SMA200 (45.27) reflects longer-term upward momentum. The ATR of 0.25 signals low volatility, suggesting the fund may trade within a narrow range. With an AUM of $167.82M, the fund operates with manageable liquidity, supported by an average daily volume of 20,495 shares. The last price of 46.62 aligns closely with the SMA20, pointing to a potential sideways to slightly bullish trend in the near term.