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Upturn AI SWOT - About
FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR)
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Upturn Advisory Summary
04/01/2025: GUNR (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
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 -27.09% | Avg. Invested days 31 | Today’s Advisory Consider higher Upturn Star rating |
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) 545124 | Beta 0.88 | 52 Weeks Range 35.51 - 42.07 | Updated Date 04/2/2025 |
52 Weeks Range 35.51 - 42.07 | Updated Date 04/2/2025 |
Upturn AI SWOT
FlexShares Morningstar Global Upstream Natural Resources Index Fund
ETF Overview
Overview
The FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Morningstar Global Upstream Natural Resources Index. The fund invests in companies involved in the exploration, development, and production of natural resources.
Reputation and Reliability
Northern Trust is a well-established and reputable asset manager with a long history of providing investment solutions.
Management Expertise
Northern Trust has a dedicated team of investment professionals managing its ETF offerings, leveraging their expertise in index tracking and portfolio management.
Investment Objective
Goal
The fund aims to replicate the performance of the Morningstar Global Upstream Natural Resources Index, providing exposure to companies involved in the upstream natural resources sector.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, tracking the Morningstar Global Upstream Natural Resources Index.
Composition The fund primarily holds stocks of companies in the energy, metals and mining, and agriculture sectors involved in the early stages of natural resource production.
Market Position
Market Share: The market share of GUNR within the natural resources ETF segment varies and is influenced by factors such as fund performance, investor preference, and competitive offerings.
Total Net Assets (AUM): 2034500000
Competitors
Key Competitors
- Energy Select Sector SPDR Fund (XLE)
- Vanguard Energy ETF (VDE)
- iShares U.S. Energy ETF (IYE)
Competitive Landscape
The natural resources ETF market is competitive, with several large players offering broad exposure to the sector. GUNR's global focus distinguishes it, offering diversification beyond the U.S. However, XLE's lower expense ratio and higher liquidity can be advantageous. Its advantage lies in global diversification, while disadvantages are higher expense ratio and potentially lower liquidity than more popular US-focused ETFs.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial data providers. Performance varies based on commodity prices and global economic conditions.
Benchmark Comparison: The ETF's performance is compared to the Morningstar Global Upstream Natural Resources Index to assess tracking accuracy.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The average trading volume provides insights into how easily shares can be bought and sold, with a higher volume generally indicating better liquidity.
Bid-Ask Spread
A narrow bid-ask spread indicates efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Global economic growth, commodity prices, geopolitical events, and environmental regulations significantly impact the performance of upstream natural resources companies.
Growth Trajectory
The growth trajectory of GUNR is tied to the demand for natural resources and the performance of the underlying companies in the index.
Moat and Competitive Advantages
Competitive Edge
GUNR's competitive advantage lies in its global exposure to upstream natural resources companies, offering diversification benefits compared to solely domestic or sector-specific ETFs. It utilizes a smart-beta approach by incorporating Morningstaru2019s research-driven index. This provides a potentially superior risk-adjusted return. However, global diversification can also introduce currency risk and exposure to political instability in certain regions.
Risk Analysis
Volatility
The fund's volatility is influenced by commodity price fluctuations and the cyclical nature of the natural resources industry.
Market Risk
Specific risks include commodity price risk, geopolitical risk, regulatory risk, and currency risk associated with international investments.
Investor Profile
Ideal Investor Profile
Investors seeking global exposure to upstream natural resources companies and diversification beyond U.S.-focused energy ETFs. Investors looking for a hedge against inflation or commodity price increases may also find it suitable.
Market Risk
This fund is better suited for long-term investors with a higher risk tolerance due to the volatility associated with natural resources.
Summary
The FlexShares Morningstar Global Upstream Natural Resources Index Fund offers global exposure to companies involved in the exploration, development, and production of natural resources. It tracks the Morningstar Global Upstream Natural Resources Index, providing diversification benefits. However, the fund is subject to commodity price fluctuations and geopolitical risks. It is best suited for long-term investors with a higher risk tolerance seeking exposure to the global natural resources sector.
Similar Companies
FTRI
First Trust Indxx Global Natural Resources Income ETF
FTRI
First Trust Indxx Global Natural Resources Income ETF
PXE
Invesco Dynamic Energy Exploration & Production ETF
PXE
Invesco Dynamic Energy Exploration & Production ETF
Sources and Disclaimers
Data Sources:
- FlexShares website
- Morningstar
- ETFdb.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with 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 FlexShares Morningstar Global Upstream Natural Resources Index Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is designed to the performance of a selection of equity securities that are traded in or are issued by companies classified as developed or emerging markets, as determined by the index provider pursuant to its index methodology. The fund will invest at least 80% of its total assets (exclusive of collateral held from securities lending) in the securities of the index and in ADRs and GDRs based on the securities in the index.
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