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Upturn AI SWOT - About
Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR)
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Upturn Advisory Summary
01/14/2025: ASHR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -17.56% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/14/2025 |
Key Highlights
Volume (30-day avg) 8934329 | Beta 0.67 | 52 Weeks Range 22.19 - 35.32 | Updated Date 03/27/2025 |
52 Weeks Range 22.19 - 35.32 | Updated Date 03/27/2025 |
Upturn AI SWOT
Xtrackers Harvest CSI 300 China A-Shares ETF
ETF Overview
Overview
The Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) provides exposure to the largest 300 China A-Shares stocks listed on the Shanghai and Shenzhen stock exchanges. It focuses on large-cap Chinese companies and aims to provide investment results that correspond generally to the performance, before fees and expenses, of the CSI 300 Index. The ETF's investment strategy involves directly investing in China A-Shares through the Renminbi Qualified Foreign Institutional Investor (RQFII) program.
Reputation and Reliability
DWS, the issuer, is a reputable global asset manager with a long track record and a wide range of ETF offerings.
Management Expertise
DWS has experienced portfolio managers and analysts dedicated to managing China-focused ETFs and navigating the complexities of the Chinese market.
Investment Objective
Goal
To provide investment results that correspond generally to the performance, before fees and expenses, of the CSI 300 Index.
Investment Approach and Strategy
Strategy: Tracks the CSI 300 Index.
Composition Primarily holds stocks of large-cap Chinese companies listed on the Shanghai and Shenzhen stock exchanges.
Market Position
Market Share: ASHR holds a notable market share within the China A-Shares ETF sector.
Total Net Assets (AUM): 576000000
Competitors
Key Competitors
- iShares MSCI China A ETF (CNYA)
- KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA)
- Golden Dragon China ETF (PGJ)
Competitive Landscape
The China A-Shares ETF market is competitive, with several ETFs offering exposure to similar underlying assets. ASHR's first-mover advantage and established track record give it an edge. CNYA has a lower expense ratio but ASHR generally trades with greater liquidity. KBA and PGJ are smaller in terms of AUM.
Financial Performance
Historical Performance: Data not available in a parseable format.
Benchmark Comparison: Data not available in a parseable format.
Expense Ratio: 0.0065
Liquidity
Average Trading Volume
ASHR exhibits relatively high liquidity, as indicated by its robust average daily trading volume.
Bid-Ask Spread
The bid-ask spread for ASHR is typically competitive, reflecting its liquidity.
Market Dynamics
Market Environment Factors
Economic growth in China, regulatory changes affecting Chinese companies, and global market sentiment towards emerging markets can influence ASHR's performance.
Growth Trajectory
The growth of ASHR depends on the continued development of the Chinese economy and increasing investor interest in China A-Shares. Strategic holdings are adjusted to mirror the CSI 300 index composition.
Moat and Competitive Advantages
Competitive Edge
ASHR benefits from being one of the first US-listed ETFs to provide direct access to China A-Shares. It leverages DWS's established relationships and expertise in the Chinese market, enabling efficient access to Renminbi-denominated assets. The fund's size and liquidity make it attractive to institutional investors. Its long-standing presence provides investors with a greater level of trust.
Risk Analysis
Volatility
ASHR's volatility is tied to the fluctuations of the Chinese stock market, which can be more volatile than developed markets.
Market Risk
Risks include regulatory risks in China, currency fluctuations, and geopolitical tensions affecting Chinese companies.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the Chinese economy and willing to accept the associated risks. Suitable for those seeking diversification and long-term growth potential in China.
Market Risk
Suitable for long-term investors and those with a higher risk tolerance.
Summary
ASHR provides access to the CSI 300 index, offering exposure to China A-Shares. It's managed by DWS, a reputable asset manager, giving it credibility. Investors should consider the expense ratio and risk factors associated with investing in emerging markets, including Chinese regulatory and political risks. The ETF has a decent competitive edge as the first mover in its space, and generally displays greater liquidity than competitors. Considering the total market environment and the competitive edge, ASHR is a strong ETF that allows for investment into the Chinese market.
Similar Companies
- CNYA
- KBA
- CHAU
- MCHI
Sources and Disclaimers
Data Sources:
- DWS Website
- ETF.com
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions are subject to change, and past performance is not indicative of future results. 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 Xtrackers Harvest CSI 300 China A-Shares ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 80% of its total assets in securities of issuers that comprise the underlying index. The underlying index is designed to reflect the price fluctuation and performance of the China A-Share market and is composed of the 300 largest and most liquid stocks in the China A-Share market. The underlying index includes small-cap, mid-cap, and large-cap stocks. It is non-diversified.
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