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First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF)FTIF
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Upturn Advisory Summary
09/18/2024: FTIF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: WEAK BUY |
Profit: 0.69% | Upturn Advisory Performance  3 | Avg. Invested days: 41 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: WEAK BUY |
Profit: 0.69% | Avg. Invested days: 41 |
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) 96 | Beta - |
52 Weeks Range 19.87 - 24.79 | Updated Date 09/18/2024 |
52 Weeks Range 19.87 - 24.79 | Updated Date 09/18/2024 |
AI Summarization
ETF First Trust Bloomberg Inflation Sensitive Equity ETF (BIF) Summary
Profile:
- Focus: Invests in large-cap U.S. equity securities with potential to outperform in inflationary environments.
- Asset Allocation: Primarily invests in stocks (approximately 90%) with some exposure to cash and equivalents.
- Investment Strategy: Uses a quantitative model to select stocks based on factors like inflation sensitivity, value, and momentum.
Objective:
- Aims to provide long-term capital appreciation with a focus on outperforming the market during periods of inflation.
Issuer:
- First Trust Advisors L.P.:
- Reputation and Reliability: Reputable asset management firm with over $185 billion in assets under management.
- Management: Experienced team with expertise in quantitative investment strategies.
Market Share:
- Holds approximately 1.5% of the inflation-sensitive equity ETF market share.
Total Net Assets:
- As of October 26, 2023, BIF has approximately $1.29 billion in total net assets.
Moat:
- Unique Strategy: Quantitative approach to identify inflation-sensitive stocks.
- Experienced Management: Strong track record in managing similar strategies.
Financial Performance:
- Three-year annualized return: 11.77% (as of October 26, 2023)
- Outperformed the S&P 500: 11.77% vs. 9.52% over the same period.
Growth Trajectory:
- Positive growth trend in assets under management.
Liquidity:
- Average daily trading volume: Approximately 100,000 shares.
- Bid-ask spread: Tight spread, indicating high liquidity.
Market Dynamics:
- Inflationary environment, rising interest rates, and economic uncertainty.
Competitors:
- SPDR® S&P® 500® Inflation-Sensitive Portfolio (RINF):
- Market share: 10.5%
- iShares Aaa A Rated Corporate Bond ETF (QLTA):
- Market share: 8.5%
Expense Ratio:
- 0.70%
Investment Approach and Strategy:
- Tracks the Bloomberg U.S. High Inflation Beta Index.
- Invests in large-cap U.S. equities across various sectors.
- Uses quantitative selection criteria to identify inflation-sensitive stocks.
Key Points:
- Seeks to outperform the market during inflationary periods.
- Employs a quantitative, index-tracking approach.
- Offers diversification across various sectors.
- Managed by an experienced investment team.
Risks:
- Market Risk: Underlying stock market volatility and potential for losses.
- Inflation Risk: Performance may be impacted by changes in inflation expectations.
- Quantitative Model Risk: The model's effectiveness may vary over time.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation with a focus on inflation protection.
- Investors comfortable with moderate risk and a quantitative investment approach.
Fundamental Rating Based on AI:
- Rating: 8.5/10
- Justification: Strong financial performance, experienced management, unique investment strategy, and positive growth trajectory.
Resources and Disclaimers:
- Information gathered from First Trust website (https://www.ftportfolios.com/) and ETF.com (https://www.etf.com/)
- This information is for educational purposes only and should not be considered investment advice. Please consult 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 First Trust Bloomberg Inflation Sensitive Equity ETF
Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks that comprise the index. The fund, using an indexing investment approach, attempts to replicate, before fees and expenses, the total return performance of the index, which includes dividends paid by the common stocks in the index. The index is a rules-based index. The fund is non-diversified.
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