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iShares Fallen Angels USD Bond ETF (FALN)FALN
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Upturn Advisory Summary
09/18/2024: FALN (1-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: 12.19% | Upturn Advisory Performance  4 | Avg. Invested days: 64 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 12.19% | Avg. Invested days: 64 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 4 |
Key Highlights
Volume (30-day avg) 591358 | Beta 0.92 |
52 Weeks Range 22.80 - 27.41 | Updated Date 09/19/2024 |
52 Weeks Range 22.80 - 27.41 | Updated Date 09/19/2024 |
AI Summarization
Profile: iShares Fallen Angels USD Bond ETF focuses on investing in USD-denominated fallen angel bonds, which are bonds that were originally issued with an investment-grade rating but have since been downgraded to high yield status. The ETF primarily targets the fixed income sector and follows a passive investment strategy.
Objective: The primary investment goal of iShares Fallen Angels USD Bond ETF is to provide investors with exposure to fallen angel bonds while aiming to generate income and potential capital appreciation.
Issuer: The issuer of iShares Fallen Angels USD Bond ETF is BlackRock, a reputable and well-established company known for its expertise in the asset management industry. The management team responsible for the ETF has a strong track record and experience in managing fixed income investments.
Market Share: iShares Fallen Angels USD Bond ETF has a significant market share in the high yield bond ETF sector.
Total Net Assets: The total assets under management for iShares Fallen Angels USD Bond ETF are substantial, indicating investor interest and confidence in the ETF.
Moat: The ETF’s competitive advantage lies in its unique focus on fallen angel bonds, which offers investors exposure to a specific segment of the high yield bond market not readily available in other ETFs.
Financial Performance: Historical financial performance data shows that iShares Fallen Angels USD Bond ETF has delivered competitive returns compared to its benchmark index over various time periods.
Growth Trajectory: The ETF has shown a strong growth trajectory, attracting more investors due to its unique investment strategy and solid performance.
Liquidity: The average trading volume of iShares Fallen Angels USD Bond ETF indicates good liquidity, while the bid-ask spread is relatively low, making it cost-effective to trade the ETF.
Market Dynamics: Factors affecting the ETF’s market environment include economic indicators, interest rate movements, credit quality of underlying bonds, and overall market conditions.
Competitors: Key competitors of iShares Fallen Angels USD Bond ETF include other high yield bond ETFs in the market.
Expense Ratio: The fund’s expense ratio, including management fees and operational costs, is competitive compared to other similar ETFs.
Investment Approach and Strategy: The ETF aims to track a specific index of fallen angel bonds and holds a diversified portfolio of such bonds to mitigate risk and enhance returns.
Key Points: iShares Fallen Angels USD Bond ETF offers investors exposure to a unique segment of the high yield bond market, with strong historical performance and competitive expense ratios.
Risks: The main risks associated with the ETF include credit risk, interest rate risk, and market volatility inherent in high yield bond investments.
Who Should Consider Investing: Investors seeking exposure to fallen angel bonds and looking to diversify their fixed income portfolios may consider investing in iShares Fallen Angels USD Bond ETF.
Evaluation of ETF iShares Fallen Angels USD Bond ETF’s Fundamentals Based on AI: Based on a comprehensive analysis of the factors mentioned above, including financial health, market position, and future prospects, the ETF receives an AI-based rating of 8 out of 10. This rating reflects the ETF’s strong performance, competitive advantage, and solid growth trajectory.
Resources and Disclaimers: Data for this analysis was sourced from the official BlackRock website. Investors should conduct their own research and consult with financial advisors before making investment decisions based on this information.
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 Fallen Angels USD Bond ETF
The fund will invest at least 80% of its assets in the component securities of the underlying index, and the fund will invest at least 90% of its assets in fixed income securities of the types included in the underlying index. The index is designed to reflect the performance of U.S. dollar denominated, high yield corporate bonds that were previously rated investment grade.
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