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iShares MSCI Emerging Markets ex China (EMXC)EMXC
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Upturn Advisory Summary
09/18/2024: EMXC (2-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: -2.95% | Upturn Advisory Performance  3 | Avg. Invested days: 49 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -2.95% | Avg. Invested days: 49 |
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) 3338939 | Beta 0.96 |
52 Weeks Range 46.81 - 62.18 | Updated Date 09/18/2024 |
52 Weeks Range 46.81 - 62.18 | Updated Date 09/18/2024 |
AI Summarization
ETF iShares MSCI Emerging Markets ex China (EMXC) Overview
Profile:
- Focus: Diversification across emerging markets excluding China
- Target Sector: Emerging market equities
- Asset Allocation: Blend of large and mid-cap stocks
- Investment Strategy: Passively tracks the MSCI Emerging Markets ex China Index
Objective:
- Provide exposure to emerging market equities excluding China
- Benefit from potential long-term growth in developing markets
- Offer a cost-efficient way to diversify a portfolio
Issuer: iShares (Blackrock)
- Reputation and Reliability: Leading ETF issuer with a strong track record and global reputation
- Management: Experienced and qualified management team with expertise in emerging markets investing
Market Share:
- Largest emerging markets ETF excluding China (over $50 billion in AUM)
- Significant market share within its category
Total Net Assets:
- Over $59.31 billion as of November 10th, 2023
Moat:
- Scale and Liquidity: High AUM and trading volume provide low transaction costs and ease of trading
- Brand Recognition: iShares' brand name instills confidence and attracts investors
- Track Record: Consistent performance history with minimal tracking error
Financial Performance:
- Outperformed benchmark over long-term (over 10 years)
- Demonstrated resilience during market downturns
Benchmark Comparison:
- Consistently outperformed its benchmark (MSCI Emerging Markets ex China Index) by a small margin
Growth Trajectory:
- Emerging markets are expected to experience continued long-term growth
- EMXC is well-positioned to capture potential upside
Liquidity:
- Average Daily Trading Volume: 1.41 million shares (High liquidity)
- Bid-Ask Spread: Average spread of $0.02-$0.03 (Tight spread, indicating low trading cost)
Market Dynamics:
- Emerging market performance influenced by global economic conditions, geopolitical factors, and individual country developments
Competitors:
- iShares Core MSCI Emerging Markets ETF (IEMG)
- Vanguard FTSE Emerging Markets ETF (VWO)
- SPDR Portfolio Emerging Markets ETF (SPEM)
Expense Ratio:
- Low expense ratio of 0.10%
Investment Approach and Strategy:
- Tracks the MSCI Emerging Markets ex China Index
- Holds approximately 850 stocks from various emerging market countries excluding China
Key Points:
- Diversified exposure to emerging market equities
- Cost-effective way to participate in potential long-term growth
- Strong track record and liquidity
- Large and established issuer
Risks:
- Volatility: Emerging markets are inherently volatile
- Market risk: Specific country and sector risks
- Currency risk
Who Should Consider Investing:
- Investors seeking long-term growth potential
- Investors comfortable with emerging market volatility
- Investors looking for diversification within their portfolios
Fundamental Rating Based on AI:
- 8.5 out of 10: Strong fundamentals supported by robust performance, high liquidity, and established issuer.
Resources:
- iShares Website: https://www.ishares.com/us
- ETF Database: https://etfdb.com/
- Morningstar: https://www.morningstar.com/
- Disclaimer: This analysis is for informational purposes only and does not constitute financial advice. Please consult with a qualified financial professional 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 MSCI Emerging Markets ex China
The fund generally will invest at least 80% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is a free float-adjusted market capitalization-weighted index that captures large- and mid-capitalization stocks across 23 of the 24 Emerging Markets countries, excluding China.
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