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Upturn AI SWOT - About
Democracy International Fund (DMCY)
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Upturn Advisory Summary
02/07/2025: DMCY (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -3.05% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/07/2025 |
Key Highlights
Volume (30-day avg) 1429 | Beta 1.01 | 52 Weeks Range 23.97 - 27.16 | Updated Date 04/2/2025 |
52 Weeks Range 23.97 - 27.16 | Updated Date 04/2/2025 |
Upturn AI SWOT
Democracy International Fund
ETF Overview
Overview
The Democracy International Fund is an ETF focused on investing in companies within nations that are classified as democracies. It seeks to provide investment results that closely correspond to the performance of the Democracy International Index. Its investment strategy centers on tracking this index.
Reputation and Reliability
Details regarding the issuer's reputation and reliability are not readily available without further context. Additional research is needed.
Management Expertise
Specifics on the management team's expertise require further investigation.
Investment Objective
Goal
The primary investment goal is to track the performance of the Democracy International Index.
Investment Approach and Strategy
Strategy: The fund employs a passive management strategy, attempting to replicate the holdings and weightings of the Democracy International Index.
Composition The ETF holds a basket of international stocks from countries classified as democracies, based on certain criteria.
Market Position
Market Share: Data regarding the fund's specific market share within its niche requires further research.
Total Net Assets (AUM): Specific AUM data requires real-time data from financial data providers.
Competitors
Key Competitors
- IDEV
- VEU
- IXUS
Competitive Landscape
The competitive landscape consists of broad international equity ETFs and those with ESG or socially responsible investing (SRI) mandates. Democracy International Fund's advantage lies in its specific focus on democratic nations, which may appeal to investors with certain ethical or political considerations. However, this focus can limit its diversification compared to broader international funds.
Financial Performance
Historical Performance: Historical performance data requires retrieval from financial data sources over specific time periods.
Benchmark Comparison: Performance compared to the Democracy International Index needs to be obtained from financial data providers.
Expense Ratio: The expense ratio of the fund needs to be obtained from the fund's official documentation.
Liquidity
Average Trading Volume
The ETF's liquidity needs to be assessed by retrieving its average trading volume from financial data sources.
Bid-Ask Spread
The bid-ask spread reflects the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept and must be pulled from real time market data.
Market Dynamics
Market Environment Factors
Economic conditions in developed and emerging democratic nations, global trade policies, and geopolitical events influence the fund's performance. Investors' appetite for international equities and socially responsible investments also play a role.
Growth Trajectory
The growth trajectory depends on the continued expansion and stability of democratic nations, as well as investor interest in SRI and ESG investing. Changes to index methodology and fund holdings can also impact future growth.
Moat and Competitive Advantages
Competitive Edge
The Democracy International Fund's competitive advantage lies in its unique focus on investing in companies within democratic nations. This resonates with investors seeking socially responsible investments aligned with their values. The fund provides a way to support democracies through investment, offering a distinct proposition compared to broad market international ETFs. Its index-tracking strategy provides transparency and simplicity for investors. This niche focus may attract investors seeking specific ethical or political alignment.
Risk Analysis
Volatility
Historical volatility data needs to be accessed from financial data sources.
Market Risk
The fund is subject to market risk associated with international equities, including currency fluctuations, political instability in certain democratic nations, and economic downturns affecting global markets. Its concentration in democratic nations also exposes it to risks specific to those regions.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks international equity exposure and aligns their investments with their values, specifically supporting democratic nations. ESG-conscious investors or those prioritizing ethical considerations may find this fund appealing.
Market Risk
The ETF is suitable for long-term investors seeking diversified international exposure and aligning with their values. It may also appeal to passive index followers.
Summary
The Democracy International Fund is an ETF designed for investors who want to align their investments with their values by focusing on companies in democratic nations. It tracks the Democracy International Index, offering a passive approach to international equity investing. While this niche focus provides a unique selling point, it may limit diversification compared to broader international funds. Its performance is influenced by economic and political factors in democratic nations and investor demand for socially responsible investments.
Similar Companies
IDEV
iShares Core MSCI International Developed Market
IDEV
iShares Core MSCI International Developed Market
IXUS
iShares Core MSCI Total International Stock ETF
IXUS
iShares Core MSCI Total International Stock ETF
SPDW
SPDR S&P World ex US
SPDW
SPDR S&P World ex US
VEU
Vanguard FTSE All-World ex-US Index Fund ETF Shares
VEU
Vanguard FTSE All-World ex-US Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheet
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Consult with a financial advisor before making any investment decisions. Data may be delayed or inaccurate.
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 Democracy International Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index construction process begins with the universe of companies that are current members of the Solactive GBS Global Markets ex United States Large & Mid Cap USD Index NTR. In constructing the fund's portfolio, the Adviser generally will use a representative sampling investment approach designed to achieve the fund's investment objective.
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