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Upturn AI SWOT - About
iShares MSCI Philippines ETF (EPHE)
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Upturn Advisory Summary
04/01/2025: EPHE (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 5.02% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 100302 | Beta 1.05 | 52 Weeks Range 22.92 - 29.75 | Updated Date 04/2/2025 |
52 Weeks Range 22.92 - 29.75 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI Philippines ETF
ETF Overview
Overview
The iShares MSCI Philippines ETF (EPHE) seeks to track the investment results of an index composed of Philippine equities. It provides exposure to the Philippine stock market, focusing on large and mid-sized companies.
Reputation and Reliability
iShares, managed by BlackRock, is one of the most reputable and reliable ETF providers globally, with a long track record of managing index-tracking funds.
Management Expertise
BlackRock has extensive expertise in managing ETFs, leveraging its research and portfolio management capabilities to efficiently track the underlying index.
Investment Objective
Goal
The fund seeks to track the investment results of an index composed of Philippine equities.
Investment Approach and Strategy
Strategy: EPHE employs a passive management strategy, aiming to replicate the performance of the MSCI Philippines Investable Market Index.
Composition The ETF primarily holds stocks of Philippine companies, providing exposure to various sectors within the Philippine economy.
Market Position
Market Share: EPHE holds a significant portion of the market share for US-listed ETFs focused on the Philippines.
Total Net Assets (AUM): 232340000
Competitors
Key Competitors
Competitive Landscape
As a Philippines-focused ETF listed in the US, EPHE lacks direct competitors. It provides a unique exposure to the Philippine equity market. The advantage lies in its focused investment strategy, but the disadvantage is its dependency on the performance of a single country.
Financial Performance
Historical Performance: Historical performance data is not included here but can be sourced from financial data providers such as Bloomberg, Reuters, or Yahoo Finance. Review ETFu2019s performance over different time periods to understand its track record.
Benchmark Comparison: Performance should be compared to the MSCI Philippines Investable Market Index.
Expense Ratio: 0.61
Liquidity
Average Trading Volume
The average trading volume reflects moderate liquidity, allowing investors to buy and sell shares efficiently.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating lower trading costs for investors.
Market Dynamics
Market Environment Factors
Economic growth in the Philippines, government policies, global market sentiment, and commodity prices (especially those related to the Philippines' exports) influence the ETF's performance.
Growth Trajectory
Growth is dependent on Philippine economic development, corporate earnings, and investor sentiment towards emerging markets.
Moat and Competitive Advantages
Competitive Edge
EPHE benefits from the established reputation of iShares, its focus on a specific emerging market, and its passive investment approach, which offers a cost-effective way to gain exposure to Philippine equities. The ETF's targeted investment strategy and BlackRock's management provide investors with confidence. Its concentration within the Philippine market allows investors to specifically tailor emerging market exposure to their portfolio. The lack of direct competition further solidifies its market position.
Risk Analysis
Volatility
Volatility can be high due to the emerging market nature of the Philippines.
Market Risk
Risks include political instability, currency fluctuations, economic downturns in the Philippines, and regulatory changes impacting businesses.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the Philippine equity market as part of a broader emerging market strategy.
Market Risk
Suitable for long-term investors who understand the risks associated with emerging markets and are looking for diversification within their portfolio.
Summary
The iShares MSCI Philippines ETF provides exposure to the Philippine equity market, making it suitable for investors seeking emerging market exposure. Managed by BlackRock, it offers a cost-effective passive investment approach tracking the MSCI Philippines Investable Market Index. Investors should be aware of the risks associated with investing in a single emerging market. Its volatility is moderate to high, and performance is tied to the Philippine economy. The fund's expense ratio is 0.61%.
Similar Companies
Sources and Disclaimers
Data Sources:
- iShares website
- Bloomberg
- Yahoo Finance
Disclaimers:
The information provided is 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 Philippines ETF
Exchange NYSE ARCA | 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 the Philippines. The fund is non-diversified.
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