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Upturn AI SWOT - About
iShares MSCI New Zealand ETF (ENZL)
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Upturn Advisory Summary
04/01/2025: ENZL (1-star) is currently NOT-A-BUY. Pass it for now.
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 -9.54% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 7923 | Beta 1.08 | 52 Weeks Range 41.54 - 49.74 | Updated Date 04/2/2025 |
52 Weeks Range 41.54 - 49.74 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI New Zealand ETF
ETF Overview
Overview
The iShares MSCI New Zealand ETF (ENZL) seeks to track the investment results of an index composed of New Zealand equities. It offers exposure to a broad range of companies located in New Zealand, providing a focused investment in the New Zealand market.
Reputation and Reliability
iShares is a well-established and reputable issuer of ETFs, known for its extensive product line and strong track record.
Management Expertise
iShares benefits from the expertise of BlackRock, a leading global asset manager with significant experience in managing index-tracking investments.
Investment Objective
Goal
To track the investment results of an index composed of New Zealand equities.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the MSCI New Zealand Investable Market Index.
Composition The ETF primarily holds stocks of companies domiciled in New Zealand.
Market Position
Market Share: Data Not Available for ENZL's Market Share
Total Net Assets (AUM): 47960000
Competitors
Key Competitors
Competitive Landscape
Given the limited number of ETFs specifically targeting the New Zealand market, ENZL faces limited direct competition in the US ETF market. This unique focus provides it with a potential advantage, but also exposes it more directly to the specific risks and opportunities of the New Zealand economy. Without competitors, there is no relative advantage/disadvantage analysis to do.
Financial Performance
Historical Performance: Historical performance data not readily available in this structured format.
Benchmark Comparison: Benchmark comparison data not readily available in this structured format.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, reflected in its average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically reasonable, reflecting the fund's trading activity and accessibility.
Market Dynamics
Market Environment Factors
The ETF's performance is influenced by factors such as the economic growth of New Zealand, its monetary policy, and the performance of its major industries, including financials and consumer staples.
Growth Trajectory
Growth depends on the economic performance of New Zealand and investor interest in international diversification. Changes in strategy and holdings are infrequent due to the index-tracking nature of the ETF.
Moat and Competitive Advantages
Competitive Edge
ENZL's primary advantage lies in its targeted exposure to the New Zealand equity market, providing investors with a direct and convenient way to access this specific geography. iShares' established brand and low expense ratio are also attractive features. The ETF's narrow focus, however, makes it more susceptible to economic conditions unique to New Zealand. This targeted exposure could be considered a niche market focus giving it a competitive edge.
Risk Analysis
Volatility
The ETF's volatility is influenced by the volatility of the New Zealand stock market and exchange rate fluctuations between the US dollar and the New Zealand dollar.
Market Risk
The ETF is subject to market risk, including fluctuations in equity prices, currency risk, and economic risks specific to New Zealand.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking international diversification and exposure to the New Zealand equity market.
Market Risk
The ETF is generally best suited for long-term investors who are comfortable with the risks associated with international investing and currency fluctuations.
Summary
The iShares MSCI New Zealand ETF (ENZL) offers targeted exposure to the New Zealand equity market, utilizing a passive investment strategy to track the MSCI New Zealand Investable Market Index. It is managed by iShares/BlackRock and has a low expense ratio, making it an efficient way for investors to diversify internationally. Its performance is highly correlated with the New Zealand economy and stock market. The ETF carries market, currency and economic risks associated with investing in New Zealand.
Similar Companies
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI website
- SEC filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified 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 New Zealand ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is a free float-adjusted market capitalization-weighted index that is designed to measure the performance of the large-, mid- and small-capitalization segments of the equity market in New Zealand. The fund is non-diversified.
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