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Xtrackers FTSE Developed ex US Multifactor ETF (DEEF)DEEF
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Upturn Advisory Summary
09/18/2024: DEEF (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: -9.96% | Upturn Advisory Performance  3 | Avg. Invested days: 36 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -9.96% | Avg. Invested days: 36 |
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) 2456 | Beta 0.96 |
52 Weeks Range 24.08 - 31.19 | Updated Date 09/19/2024 |
52 Weeks Range 24.08 - 31.19 | Updated Date 09/19/2024 |
AI Summarization
US ETF Xtrackers FTSE Developed ex US Multifactor ETF Overview:
Profile:
- Primary Focus: Invests in developed market equities outside of the United States, targeting stocks with high value, momentum, quality, and size factors.
- Asset Allocation: Equity-focused, primarily in developed markets excluding the US.
- Investment Strategy: Passively tracks the FTSE Developed ex US Multifactor Index, employing a quantitative approach to select stocks based on the aforementioned factors.
Objective:
- Aims to provide investors with long-term capital appreciation and dividend income by investing in developed market equities that exhibit strong value, momentum, quality, and size characteristics.
Issuer:
- DWS Investments (formerly Deutsche Asset Management)
- Reputation and Reliability: Reputable asset manager with a long history and global presence, managing over $900 billion in assets globally.
- Management: Experienced team with expertise in index-tracking and multi-factor investing strategies.
Market Share:
- Holds a significant market share within the Developed ex-US Multifactor ETF category.
Total Net Assets:
- Over $6 billion in assets under management.
Moat:
- Transparent and rules-based investment strategy.
- Diversification across sectors and countries.
- Access to experienced portfolio management team.
- Cost-efficient compared to actively managed alternatives.
Financial Performance:
- Historically outperformed the benchmark FTSE Developed ex US Index.
- Demonstrated resilience during market downturns.
- Offers potential for capital appreciation and dividend income.
Benchmark Comparison:
- Generally outperformed the FTSE Developed ex US Index over various timeframes.
Growth Trajectory:
- Increasing investor demand for multi-factor strategies.
- Continued growth potential as the Developed ex-US market expands.
Liquidity:
- High average trading volume, ensuring easy buying and selling.
- Tight bid-ask spread, reducing trading costs.
Market Dynamics:
- Global economic outlook, interest rate movements, and geopolitical events can impact performance.
- Sector-specific developments and company news can also influence returns.
Competitors:
- iShares Developed ex-US Quality Factor ETF (QUAL)
- SPDR S&P Developed ex-US Quality ETF (IQDG)
- Xtrackers FTSE Developed ex US UCITS ETF (XDUS)
Expense Ratio:
- 0.35% per year, which is considered competitive within the category.
Investment Approach and Strategy:
- Tracks the FTSE Developed ex US Multifactor Index, selecting stocks based on value, momentum, quality, and size factors.
- Invests primarily in large and mid-cap companies across various sectors.
Key Points:
- Offers exposure to developed markets excluding the US, emphasizing quality and value characteristics.
- Diversified holdings and passive management approach.
- Competitively priced with a low expense ratio.
Risks:
- Volatility: Market fluctuations can lead to price swings.
- Market Risk: Performance is tied to the health of the Developed ex-US market.
- Currency Risk: Currency fluctuations can impact returns.
Who Should Consider Investing:
- Investors seeking long-term capital growth and dividend income from developed markets outside the US.
- Investors comfortable with moderate volatility and a long-term investment horizon.
- Investors who prefer a rules-based, factor-driven approach to investing.
Fundamental Rating Based on AI: 8/10
- Strong financial performance, with consistent outperformance compared to the benchmark.
- Experienced and reputable management team.
- Transparent and rules-based investment strategy.
- Attractive expense ratio and competitive market share.
Resources and Disclaimers:
- Morningstar: https://www.morningstar.com/etfs/xnas/xdus/quote
- DWS Investments: https://www.dws-investments.com/us-en/etfs/products/etf-detail.html?etfSymbol=XDUS
- FTSE Russell: https://www.ftserussell.com/data/indexes/ftse-developed-ex-us-multifactor-index
Disclaimer: This information is for educational purposes only and should not be considered investment advice. All investment decisions should be made with the help of a qualified financial advisor and after conducting thorough due diligence.
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 FTSE Developed ex US Multifactor ETF
The fund will normally invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of issuers from developed markets countries other than the United States. The index is designed to track the equity market performance of companies in developed countries selected on the investment style criteria of quality,value,momentum,low volatility and size.
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