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Upturn AI SWOT - About
WisdomTree China ex-State-Owned Enterprises Fund (CXSE)
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Upturn Advisory Summary
04/01/2025: CXSE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 17.17% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 47039 | Beta 1.06 | 52 Weeks Range 24.95 - 39.59 | Updated Date 04/2/2025 |
52 Weeks Range 24.95 - 39.59 | Updated Date 04/2/2025 |
Upturn AI SWOT
WisdomTree China ex-State-Owned Enterprises Fund
ETF Overview
Overview
The WisdomTree China ex-State-Owned Enterprises Fund (CXSE) seeks to track the investment results of dividend-paying companies in China, excluding state-owned enterprises. It provides exposure to the growth potential of the Chinese economy while avoiding companies with significant state ownership, focusing on private sector businesses.
Reputation and Reliability
WisdomTree is a well-regarded ETF provider known for its rules-based, fundamentally weighted strategies.
Management Expertise
WisdomTree has a dedicated team of investment professionals with experience in managing ETFs and international equities.
Investment Objective
Goal
To track the investment results of dividend-paying companies in China, excluding state-owned enterprises.
Investment Approach and Strategy
Strategy: The fund aims to replicate the performance of the WisdomTree China ex-State-Owned Enterprises Index. It uses a representative sampling strategy.
Composition The fund primarily holds equity securities of Chinese companies, focusing on those that pay dividends and are not state-owned enterprises.
Market Position
Market Share: CXSE's market share represents a portion of the overall China-focused ETF market, specifically targeting the ex-State-Owned Enterprises segment.
Total Net Assets (AUM): 75700000
Competitors
Key Competitors
- MCHI
- ASHR
- KWEB
- FXI
Competitive Landscape
The China ETF market is highly competitive. CXSE distinguishes itself by excluding state-owned enterprises, appealing to investors seeking exposure to China's private sector. Competitors offer broader China exposure, potentially capturing different market segments but including state-owned entities. CXSE's advantage lies in its specific focus, while its disadvantage is limited scope compared to broader China ETFs.
Financial Performance
Historical Performance: Historical performance data should be retrieved directly from financial data providers for accurate and up-to-date information.
Benchmark Comparison: Performance compared to the WisdomTree China ex-State-Owned Enterprises Index can be found in the fund's fact sheet or prospectus.
Expense Ratio: 0.32
Liquidity
Average Trading Volume
CXSE exhibits moderate liquidity, facilitating reasonably efficient trading for typical investment sizes.
Bid-Ask Spread
The bid-ask spread is generally competitive, reflecting the fund's trading volume and market interest.
Market Dynamics
Market Environment Factors
Economic growth in China, regulatory changes affecting private sector businesses, and global trade relations are significant factors influencing CXSE.
Growth Trajectory
CXSE's growth depends on the performance of the Chinese private sector and investor appetite for ex-state-owned enterprise exposure. Changes in the fund's holdings reflect adjustments to the underlying index and dividend payouts.
Moat and Competitive Advantages
Competitive Edge
CXSE's competitive edge lies in its unique focus on Chinese companies excluding state-owned enterprises. This appeals to investors concerned about corporate governance, government influence, or seeking exposure to the more dynamic private sector. By specifically targeting non-SOEs, CXSE provides a niche offering within the broader China ETF landscape, potentially offering differentiated returns.
Risk Analysis
Volatility
Volatility is characteristic of emerging market equities and should be evaluated using historical data and comparing to broader market indices.
Market Risk
Specific risks include regulatory changes in China, fluctuations in the Chinese economy, and geopolitical tensions.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to China's private sector and comfortable with emerging market risk. Investors who are skeptical of state-owned enterprises may find this fund appealing.
Market Risk
CXSE is suitable for long-term investors seeking targeted exposure to the Chinese private sector as part of a diversified portfolio. It may also be suitable for active traders looking to capitalize on short-term market movements.
Summary
The WisdomTree China ex-State-Owned Enterprises Fund (CXSE) offers targeted exposure to the growing Chinese private sector by excluding state-owned enterprises. It aims to track dividend-paying companies in China that are not controlled by the government. CXSE provides a unique approach for investors who prefer to focus on the privately-owned parts of the Chinese economy. The fund is exposed to risks associated with emerging markets and geopolitical factors and is ideal for investors seeking diversified exposure to China's private sector.
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Sources and Disclaimers
Data Sources:
- WisdomTree
- FactSet
- Morningstar
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is estimated and may vary based on the source and calculation methodology.
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 WisdomTree China ex-State-Owned Enterprises Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index is a modified float-adjusted market cap weighted index that consists of common stocks in China, excluding common stocks of state-owned enterprises. The fund is non-diversified.
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