ETRACS IFED Invest with the Fed TR Index ETN due September 15, 2061 (IFED) ETF Holdings & Analysis

What IFED does

IFED is an Exchange Traded Note (ETN) that tracks a total return index composed of a select group of large-capitalization U.S. equities. The index seeks to identify companies that the issuer believes are best suited to perform given the current monetary policy landscape. To achieve this, a specialized, proprietary framework is utilized to categorize the prevailing monetary conditions as either expansionary, restrictive, or indeterminate. Subsequently, the 500 largest stocks listed on the New York Stock Exchange are assessed based on various fundamental criteria, evaluating their potential to capitalize on the identified monetary environment. The 75 highest-scoring stocks are then selected for inclusion. These chosen stocks are weighted according to their scores, with further adjustments made for factors such as liquidity, and adherence to individual stock and sector concentration limits. The index undergoes rebalancing when there is a change in the determined monetary environment. It is important to note that, as an ETN, IFED carries the credit risk associated with its issuer, UBS.

Fund profile

PortView Portfolio Insights

PortView analyzes how IFED fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Related securities

Related stocks

Frequently asked questions

What does IFED track?

IFED is the ETRACS IFED Invest with the Fed TR Index ETN due September 15, 2061, a Other ETF.

What is the expense ratio of IFED?

Expense ratio data for IFED is shown on the page when available from our data provider.

What are the largest holdings in IFED?

IFED's top holdings are listed on this page when available.

How can PortView analyze IFED overlap with other ETFs?

PortView computes the holdings overlap between IFED and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.