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Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Up 20.2% over the past year, reflecting strong price momentum.Cost Efficiency
Ongoing charge of 0.40% — moderate cost. Consider how fees compound over long holding periods.What is IAT?
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index.
Performance Highlights
Investment Breakdown
How would IAT affect your portfolio?
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