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Upturn AI SWOT - About
Invesco CurrencyShares® Swiss Franc Trust (FXF)
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Upturn Advisory Summary
04/01/2025: FXF (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
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 5.08% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 31861 | Beta 5.51 | 52 Weeks Range 96.61 - 105.89 | Updated Date 04/2/2025 |
52 Weeks Range 96.61 - 105.89 | Updated Date 04/2/2025 |
Upturn AI SWOT
Invesco CurrencyShares® Swiss Franc Trust
ETF Overview
Overview
The Invesco CurrencySharesu00ae Swiss Franc Trust (FXF) is designed to track the price of the Swiss Franc. It provides a way for investors to gain exposure to the Swiss Franc without directly holding the currency.
Reputation and Reliability
Invesco is a well-established and reputable asset management firm with a long track record of managing ETFs.
Management Expertise
Invesco has extensive experience in managing a variety of ETFs, including currency-related products.
Investment Objective
Goal
To reflect the price of the Swiss Franc.
Investment Approach and Strategy
Strategy: The ETF aims to track the price of the Swiss Franc relative to the US dollar by holding Swiss Franc deposits.
Composition The ETF's assets consist primarily of Swiss Francs held in a deposit account.
Market Position
Market Share: FXF has a significant market share within the single-currency ETF market, specifically for Swiss Franc exposure.
Total Net Assets (AUM): 101859456
Competitors
Key Competitors
Competitive Landscape
FXF is the primary ETF for direct Swiss Franc exposure. Due to the lack of direct competitors, it holds a monopolistic position in this niche, however, investors could choose other currency ETFs or use FX derivatives.
Financial Performance
Historical Performance: Historical performance varies with the fluctuations of the Swiss Franc against the US dollar.
Benchmark Comparison: The ETF's performance closely tracks the spot price of the Swiss Franc relative to the US dollar.
Expense Ratio: 0.004
Liquidity
Average Trading Volume
The average trading volume of FXF indicates moderate liquidity, generally sufficient for typical trading activity.
Bid-Ask Spread
The bid-ask spread for FXF is typically narrow, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators in Switzerland and the US, interest rate differentials, and global risk sentiment influence the price of the Swiss Franc and, consequently, FXF.
Growth Trajectory
Growth depends primarily on investor demand for Swiss Franc exposure as a safe-haven asset or for currency speculation, with holdings fluctuating based on global macroeconomic conditions.
Moat and Competitive Advantages
Competitive Edge
FXF offers investors a straightforward and liquid way to gain exposure to the Swiss Franc without the complexities of foreign exchange markets. It benefits from Invescou2019s brand recognition and established ETF platform. Its first-mover advantage in this specific currency ETF segment gives it brand recognition and investor familiarity. The ETF's simplicity and targeted exposure make it a preferred choice for investors seeking to hedge currency risk or speculate on the Swiss Franc.
Risk Analysis
Volatility
The volatility of FXF reflects the volatility of the Swiss Franc against the US dollar.
Market Risk
The primary risk is currency risk, stemming from fluctuations in the Swiss Franc's value relative to the US dollar. Economic and political events in Switzerland and globally can affect the currency's value.
Investor Profile
Ideal Investor Profile
Investors seeking to hedge currency risk, diversify their portfolios with foreign currency exposure, or speculate on the Swiss Franc's movements.
Market Risk
Suitable for both active traders seeking short-term gains and long-term investors looking for currency diversification or a safe-haven asset.
Summary
Invesco CurrencySharesu00ae Swiss Franc Trust (FXF) offers a simple way to invest in Swiss Francs. It primarily serves as a tool for currency hedging or speculation. The ETF's performance is directly linked to the Swiss Francu2019s value versus the US Dollar. Investors should consider the currency risks and potential fluctuations when investing in FXF. It is best suited for those with a specific view on the Swiss Franc or need to hedge currency exposure.
Similar Companies
FXE
Invesco CurrencyShares® Euro Currency Trust
FXE
Invesco CurrencyShares® Euro Currency Trust
FXY
Invesco CurrencyShares® Japanese Yen Trust
FXY
Invesco CurrencyShares® Japanese Yen Trust
UDN
Invesco DB US Dollar Index Bearish Fund
UDN
Invesco DB US Dollar Index Bearish Fund
Sources and Disclaimers
Data Sources:
- Invesco
- ETFdb.com
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Consult with a financial advisor before making any investment decisions. Market share data is estimated and may not be precise.
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 Invesco CurrencyShares® Swiss Franc Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to reflect the price of the Swiss Franc. The sponsor believes that, for many investors, the shares represent a cost-effective investment relative to traditional means of investing in the foreign exchange market.
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