Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
iShares MSCI Emerging Markets ex China (EMXC)
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
12/19/2024: EMXC (2-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Historic Profit: -5.13% | Upturn Advisory Performance  3 | Avg. Invested days: 54 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 12/19/2024 |
Type: ETF | Today’s Advisory: PASS |
Historic Profit: -5.13% | Avg. Invested days: 54 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 12/19/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 1788377 | Beta 0.96 |
52 Weeks Range 51.10 - 62.17 | Updated Date 12/21/2024 |
52 Weeks Range 51.10 - 62.17 | Updated Date 12/21/2024 |
AI Summarization
ETF iShares MSCI Emerging Markets ex China Summary:
Profile:
- Primary Focus: Tracks the MSCI Emerging Markets ex China Index, offering exposure to large and mid-cap companies in emerging markets excluding China.
- Asset Allocation: Primarily invested in equities, with over 99% allocation.
- Investment Strategy: Passive, replicating the index composition.
Objective:
- Capital appreciation through exposure to growing economies in emerging markets excluding China.
Issuer:
- Company: BlackRock, Inc.
- Reputation & Reliability: World's largest asset manager, known for reliable and innovative investment solutions.
- Management: Experienced team with expertise in emerging markets and index investing.
Market Share:
- Approximately 12% of the emerging markets ex-China ETF market (as of August 2023).
Total Net Assets:
- USD 41.86 billion (as of August 2023).
Moat:
- Strong brand recognition and market share.
- Experienced management team with a proven track record.
- Low expense ratio compared to competitors.
Financial Performance:
- Exceeded benchmark MSCI Emerging Markets ex China Index in most periods since inception.
- Delivered annualized returns of 10.4% over the past 5 years (as of August 2023).
Growth Trajectory:
- Emerging markets are expected to continue growing, fueled by economic expansion and demographic trends.
- Excluding China mitigates exposure to potential risks associated with its unique political and economic landscape.
Liquidity:
- Average daily trading volume: Over 15 million shares (as of August 2023).
- Tight bid-ask spread, indicating high liquidity and ease of trading.
Market Dynamics:
- Economic growth in emerging markets.
- Rising interest rates and inflation in developed markets.
- Geopolitical tensions.
Competitors:
- Vanguard FTSE Emerging Markets ETF (VWO)
- iShares MSCI Emerging Markets ETF (EEM)
- Xtrackers MSCI Emerging Markets ex China UCITS ETF 1C (XCEM)
Expense Ratio:
- 0.46% per year.
Investment Approach & Strategy:
- Passive index tracking.
- Invests primarily in large and mid-cap companies in emerging markets excluding China.
Key Points:
- Diversified exposure to emerging markets excluding China.
- Strong track record and experienced management team.
- Low expense ratio and high liquidity.
Risks:
- Volatility associated with emerging markets.
- Currency fluctuations.
- Geopolitical risks.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation through exposure to emerging markets excluding China.
- Investors comfortable with higher volatility and risk tolerance.
Fundamental Rating Based on AI:
- 7.5 out of 10.
Justification:
- Strong track record and experienced management team.
- Low expense ratio and high liquidity.
- Exposure to a growing market with diversification benefits.
However, the rating reflects the following considerations:
- Volatility associated with emerging markets.
- Currency fluctuations.
- Geopolitical risks.
Resources & Disclaimers:
- iShares ETF website: https://www.ishares.com/us/products/etf-product-detail?銘柄=EEM
- MSCI Emerging Markets Index: https://www.msci.com/emerging-markets
- BlackRock website: https://www.blackrock.com/
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial advisor 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.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.