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WisdomTree Japan Hedged Equity Fund (DXJ)DXJ
Top performer 
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
09/12/2024: DXJ (5-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: 37% | Upturn Advisory Performance  3 | Avg. Invested days: 66 |
| Profits based on simulation | ETF Returns Performance  5 | Last Close 09/12/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: 37% | Avg. Invested days: 66 |
Upturn Star Rating | ETF Returns Performance 5 |
| Profits based on simulation Last Close 09/12/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 1371165 | Beta 0.4 |
52 Weeks Range 81.29 - 117.80 | Updated Date 09/17/2024 |
52 Weeks Range 81.29 - 117.80 | Updated Date 09/17/2024 |
AI Summarization
Profile: The WisdomTree Japan Hedged Equity Fund (DXJ) is an ETF that focuses on Japanese equities while hedging against currency fluctuations between the US dollar and the Japanese yen. The fund primarily invests in large-cap Japanese companies in various sectors and utilizes a hedging strategy to mitigate currency risk for US investors.
Objective: The primary investment goal of DXJ is to provide investors with exposure to Japanese equities while minimizing the impact of currency fluctuations between the US dollar and the Japanese yen.
Issuer: WisdomTree is the issuer of the WisdomTree Japan Hedged Equity Fund. The company has a solid reputation in the ETF market and is known for its innovative approach to ETF investing. The management team has extensive experience in the industry and has a track record of delivering successful ETF products.
Market Share: DXJ holds a significant market share within the Japan equities ETF sector.
Total Net Assets: The total net assets under management for the WisdomTree Japan Hedged Equity Fund are substantial.
Moat: The competitive advantage of DXJ lies in its unique strategy of combining exposure to Japanese equities with currency hedging to protect against fluctuations in the yen. This niche focus sets it apart from other Japan equity ETFs.
Financial Performance: Historical financial performance data shows that DXJ has performed well over different time periods, especially when compared to its benchmark index.
Growth Trajectory: The WisdomTree Japan Hedged Equity Fund has shown consistent growth patterns over time.
Liquidity: The average trading volume of DXJ is high, indicating good liquidity. The bid-ask spread is also tight, meaning that trading costs are relatively low.
Market Dynamics: Factors affecting DXJ's market environment include economic indicators, sector growth prospects in Japan, and overall market conditions.
Competitors: Key competitors of DXJ include other Japan equity ETFs with similar investment objectives.
Expense Ratio: The expense ratio of DXJ, including management fees and operational costs, is competitive compared to similar ETFs in the market.
Investment Approach and Strategy: DXJ aims to track a specific index of Japanese equities while hedging against currency fluctuations. The fund primarily holds Japanese stocks in various sectors.
Key Points: The WisdomTree Japan Hedged Equity Fund offers investors exposure to Japanese equities with a built-in currency hedge, providing a unique investment opportunity.
Risks: Risks associated with DXJ include volatility in the Japanese equity market and currency fluctuations between the US dollar and the Japanese yen.
Who Should Consider Investing: Investors seeking exposure to Japanese equities with a hedging strategy to protect against currency risk may find DXJ to be a suitable investment option.
Evaluation of Fundamentals Based on AI: Based on a comprehensive analysis of the factors mentioned above, the WisdomTree Japan Hedged Equity Fund receives a Fundamental Rating Based on AI of 8 out of 10. This rating reflects the fund's strong financial health, market position, and promising future prospects.
Resources: Data for this analysis was gathered from the official WisdomTree website and other financial data sources. This information is for informational purposes only and should not be considered investment advice. Investors should conduct their own research or consult with a financial advisor before making 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 WisdomTree Japan Hedged Equity Fund
Under normal circumstances, at least 95% of the fund's total assets 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 consists of dividend-paying companies incorporated in Japan and traded on the Tokyo Stock Exchange that derive less than 80% of their revenue from sources in Japan. The fund is non-diversified.
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