High Net Worth Strategies - What is High Net Worth Investing?What is High Net Worth Investing?
In order to understand what high net worth investing is, you need to understand what a high net worth individual (HNWI) is.
A high net worth individual, as the name suggests, is a wealthy individual with at least $1 million in liquid financial assets.
In the financi
Key stats
About ProShares Equities for Rising Rates ETF
Home page
Inception date
Jul 24, 2017
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
ProShare Advisors LLC
Distributor
SEI Investments Distribution Co.
EQRR aims to outperform during periods of rising interest rates, expecting underperformance when interest rates fall. Each quarter, the index identifies five sectors with the strongest weekly correlation to the 10-year US Treasury rate over the last three years. The highest correlated sector receives 30% weight, with the remaining four sectors weighted at 25%, 20%, 15%, and 10%. Each sector is represented by 10 equally weighted stocks that are selected for their own interest rate sensitivity. Though the fund typically selects from the 500 largest US-listed firms, it can dip into midcaps if there are fewer than 10 stocks qualified in a sector. The index constituents are rebalanced quarterly.
Classification
What's in the fund
Exposure type
Energy Minerals
Retail Trade
Finance
Consumer Non-Durables
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Related funds
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
EQRR trades at 57.74 USD today, its price has fallen −0.86% in the past 24 hours. Track more dynamics on EQRR price chart.
EQRR net asset value is 57.86 today — it's risen 7.88% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
EQRR assets under management is 10.02 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
EQRR price has risen by 5.89% over the last month, and its yearly performance shows a −2.71% decrease. See more dynamics on EQRR price chart.
NAV returns, another gauge of an ETF dynamics, showed a −3.78% decrease in three-month performance and has decreased by −1.15% in a year.
NAV returns, another gauge of an ETF dynamics, showed a −3.78% decrease in three-month performance and has decreased by −1.15% in a year.
EQRR fund flows account for −5.91 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
EQRR invests in stocks. See more details in our Analysis section.
EQRR expense ratio is 0.35%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, EQRR isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, EQRR technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating EQRR shows the buy signal. See more of EQRR technicals for a more comprehensive analysis.
Today, EQRR technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating EQRR shows the buy signal. See more of EQRR technicals for a more comprehensive analysis.
Yes, EQRR pays dividends to its holders with the dividend yield of 2.25%.
EQRR trades at a premium (0.05%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
EQRR shares are issued by ProShare Advisors LLC
EQRR follows the Nasdaq US Large Cap Equity Rising Rates Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Jul 24, 2017.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.