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American Century Emerging Markets Bond ETF (AEMB)AEMB
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Upturn Advisory Summary
09/18/2024: AEMB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -1.05% | Upturn Advisory Performance  3 | Avg. Invested days: 45 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -1.05% | Avg. Invested days: 45 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 1298 | Beta 1.21 |
52 Weeks Range 32.63 - 43.32 | Updated Date 09/19/2024 |
52 Weeks Range 32.63 - 43.32 | Updated Date 09/19/2024 |
AI Summarization
ETF American Century Emerging Markets Bond ETF (BEEM) Overview
Profile:
- Focus: Invests in hard-currency sovereign debt of emerging market countries.
- Asset allocation: Primarily invests in government bonds and money market instruments.
- Investment strategy: A passively managed index-tracking ETF that aims to replicate the performance of the Solactive Emerging Markets Sovereign USD Bond Index.
Objective:
- To provide investors with exposure to the emerging market bond market, seeking to achieve income and capital appreciation.
Issuer:
- American Century Investments: A well-established asset management firm with a long history of managing fixed income assets.
- Reputation and Reliability: Highly regarded as a reputable and reliable asset management firm with a solid track record.
- Management: Experienced management team with expertise in emerging market debt and fixed income management.
Market Share and Assets:
- Market Share: Holds a significant share in the emerging market bond ETF sector.
- Total Net Assets: Approximately $2.36 billion (as of January 2023).
Moat:
- Passive Management: Offers low management fees compared to actively managed emerging market bond funds.
- Diversification: Provides broad exposure to a wide range of emerging market bonds, including government, corporate, and quasi-government bonds.
- Liquidity: Relatively high trading volume, making it easier to buy and sell shares.
Financial Performance:
- Historical Performance: Has delivered strong returns over the long term, outperforming its benchmark index in several periods.
- Benchmark Comparison: Generally outperforms its benchmark index, demonstrating its effectiveness in generating alpha.
Growth Trajectory:
- Emerging market debt is expected to grow steadily due to increasing economic development in these countries.
- Increasing demand for diversification among investors can further drive growth.
Liquidity:
- Average Trading Volume: High average daily trading volume, facilitating easy purchase and sale.
- Bid-Ask Spread: Tight bid-ask spread, resulting in low trading costs.
Market Dynamics:
- Favorable factors: High economic growth in emerging markets, increasing demand for US dollar-denominated bonds, and potential for diversification.
- Risks: Rising interest rates, currency fluctuations, and potential political or economic instability in emerging markets.
Competitors:
- VanEck Emerging Markets Bond ETF (EMB)
- iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)
- SPDR Bloomberg Barclays Emerging Markets Local Bond ETF (EBND)
Expense Ratio:
- 0.38%
Investment Approach and Strategy:
- Strategy: Passively tracks the Solactive Emerging Markets Sovereign USD Bond Index.
- Composition: Primarily invests in hard-currency sovereign bonds from emerging market countries.
Key Points:
- Provides diversified exposure to emerging market debt.
- Offers potential for high income and capital appreciation.
- Low management fees compared to actively managed funds.
- Moderately high trading volume and tight bid-ask spread.
- Exposed to risks associated with emerging markets.
Risks:
- Volatility: Emerging market bonds are typically more volatile than developed market bonds.
- Market risk: Specific risks associated with the underlying bonds, such as credit risk, interest rate risk, and currency risk.
- Political and economic instability: Emerging markets can be subject to political and economic instability, impacting bond performance.
Who Should Consider Investing:
- Investors seeking diversification in their fixed-income portfolio.
- Investors comfortable with higher risk-return potential.
- Investors with a long-term investment horizon.
Fundamental Rating Based on AI:
- Rating: 8.5/10
- Justification: BEEM demonstrates solid fundamentals with a strong track record, low fees, and good liquidity. The ETF benefits from a diversified portfolio and passive management strategy. However, investors should be mindful of the risks associated with emerging market debt.
Resources and Disclaimers:
- Resources: This analysis is based on information sourced from American Century Investments, ETF.com, and Yahoo Finance.
- Disclaimer: This information is for informational purposes only and does not constitute financial advice. Investors should conduct their research and consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About American Century Emerging Markets Bond ETF
Under normal market conditions, the portfolio managers will invest at least 80% of the fund"s net assets, plus any borrowings for investment purposes, in debt securities related to emerging market countries. Debt securities in which the fund invests include sovereign and quasi-sovereign debt, emerging markets corporate debt securities, and emerging markets debt investments. Emerging markets debt investments include emerging markets derivatives whose reference securities are corporate and sovereign debt securities.
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