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Upturn AI SWOT - About
iShares CMBS ETF (CMBS)
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Upturn Advisory Summary
03/24/2025: CMBS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 5.84% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Volume (30-day avg) 70878 | Beta 0.72 | 52 Weeks Range 44.35 - 48.20 | Updated Date 04/2/2025 |
52 Weeks Range 44.35 - 48.20 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares CMBS ETF
ETF Overview
Overview
The iShares CMBS ETF (CMBS) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade commercial mortgage-backed securities. It provides exposure to the U.S. commercial mortgage-backed securities market.
Reputation and Reliability
BlackRock, the issuer, is a reputable and reliable global investment management firm with a long track record in the ETF market.
Management Expertise
BlackRock possesses substantial expertise in fixed-income and structured finance, providing strong management for the ETF.
Investment Objective
Goal
To track the investment results of an index composed of U.S. dollar-denominated, investment-grade commercial mortgage-backed securities.
Investment Approach and Strategy
Strategy: The ETF employs a 'replication' strategy, attempting to hold all of the securities in the underlying index with similar weightings.
Composition The ETF holds a diversified portfolio of commercial mortgage-backed securities (CMBS) rated investment grade.
Market Position
Market Share: Difficult to determine precise market share without comprehensive data across all CMBS ETFs, but CMBS is a major player.
Total Net Assets (AUM): 132830000
Competitors
Key Competitors
- JAAA
Competitive Landscape
The CMBS ETF faces limited direct competition, mainly from JAAA which is not specifically CMBS focused. Its large AUM gives it an advantage but CMBS is subject to broader credit market risks. Competitors might focus on different CMBS tranches or strategies.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from financial data providers.
Benchmark Comparison: Benchmark comparison requires specific performance data from financial data providers.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and the health of the commercial real estate market significantly impact CMBS performance.
Growth Trajectory
Growth depends on CMBS issuance volume and investor demand, impacted by economic cycles and risk appetite.
Moat and Competitive Advantages
Competitive Edge
The iShares CMBS ETF benefits from BlackRock's brand recognition and expertise in fixed-income investing. Its relatively low expense ratio and focused exposure to the investment-grade CMBS market provide a competitive edge. It offers a transparent and liquid way to access a diversified portfolio of CMBS. BlackRock's extensive resources and established relationships in the fixed-income market further strengthen its position.
Risk Analysis
Volatility
Volatility is influenced by interest rate sensitivity and credit spreads in the CMBS market.
Market Risk
Market risk includes the potential for defaults on underlying commercial mortgages and fluctuations in interest rates, impacting CMBS valuations.
Investor Profile
Ideal Investor Profile
Investors seeking diversified exposure to the U.S. commercial mortgage-backed securities market for income generation and diversification.
Market Risk
Suitable for long-term investors seeking a consistent income stream and diversification within a fixed-income portfolio. Also suitable for passive index followers.
Summary
The iShares CMBS ETF (CMBS) offers diversified exposure to investment-grade commercial mortgage-backed securities, managed by BlackRock. It aims to track the performance of the CMBS market with a relatively low expense ratio. Its performance is influenced by interest rates and credit spreads in the commercial real estate sector. Investors should be aware of the potential risks associated with underlying commercial mortgage defaults and broader economic conditions. It's best suited for income-seeking and diversification-focused investors with a long-term perspective.
Similar Companies
JAAA
Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
JAAA
Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
Sources and Disclaimers
Data Sources:
- BlackRock official website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified 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 iShares CMBS ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of investment-grade commercial mortgage-backed securities (CMBS), which are classes of securities (known as certificates) that represent interests in pools of commercial mortgages. The fund will invest at least 80% of its assets in the component securities of the underlying index, and it will invest at least 90% of its assets in fixed income securities of the types included in the underlying index that BFA believes will help the fund track the underlying index.
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