CPI : IQ Real Return ETF

CPI is a Other Market Tactical Allocation with LOW fees.

CPI

IQ Real Return ETF

FI Score

64 /100

Diversification Rating

0 /10

Expense Ratio Rating

8 /10

Expense Rating

6 /10

Market Score

8 /10

Category Score

0 /10

Market Size

8 /10

$CPI Alternatives

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64% FI Score
  • cpi
  • ETF
  • Other
  • Tactical Allocation

IQ Real Return ETF

Expenses: 0.44% (Better than 1% of similar funds)

This is an OK choice for a Tactical Allocation Other fund. See why ยป

Fund Summary

The investment seeks investment results that correspond generally to the price and yield performance of its underlying index, the IQ Real Return Index. The fund is a fund of funds which means it invests, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the investments included in its underlying index, which includes underlying funds. The underlying index consists of a number of components (underlying index components) selected in accordance with the rules-based methodology of such underlying index.

Largest Holdings

Amount Holding
24.97% IQ Ultra Short Duration ETF
24.81% iShares Short Treasury Bond ETF
24.81% SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
13.79% Goldman Sachs Access Treasury 0-1 Year ETF
8.88% Vanguard Real Estate Index Fund ETF Shares
1.09% Invesco Treasury Collateral ETF
1.02% iShares U.S. Real Estate ETF
0.49% SPDR Dow Jones REIT ETF

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