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Upturn AI SWOT - About
iShares Currency Hedged MSCI Eurozone ETF (HEZU)
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Upturn Advisory Summary
04/01/2025: HEZU (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration 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 10.26% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 372665 | Beta 0.89 | 52 Weeks Range 32.70 - 40.84 | Updated Date 04/2/2025 |
52 Weeks Range 32.70 - 40.84 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Currency Hedged MSCI Eurozone ETF
ETF Overview
Overview
The iShares Currency Hedged MSCI Eurozone ETF (HEZU) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI EMU 100% Hedged to USD Index. It provides exposure to Eurozone equities while mitigating the impact of currency fluctuations between the euro and the US dollar. The ETF focuses on large and mid-capitalization companies in developed markets within the Eurozone, providing a diversified investment in the region. Asset allocation is primarily in equities.
Reputation and Reliability
iShares is a well-established and reputable ETF provider with a long track record.
Management Expertise
BlackRock, the issuer of iShares ETFs, has extensive experience and expertise in managing a wide range of investment products.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI EMU 100% Hedged to USD Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI EMU 100% Hedged to USD Index, which represents the performance of large and mid-cap equities in the Eurozone, hedged against fluctuations in the EUR/USD exchange rate.
Composition The ETF holds a diversified portfolio of stocks from companies located in the Eurozone. The holdings are predominantly equities.
Market Position
Market Share: HEZU's market share within the currency hedged eurozone equity ETF market is relatively small compared to broader European equity ETFs.
Total Net Assets (AUM): 144727175.6
Competitors
Key Competitors
- DBEU
- HEDJ
- EWG
Competitive Landscape
The currency hedged eurozone equity ETF market is somewhat concentrated. HEZU offers a specific currency hedging strategy, which is an advantage. However, it has higher costs and smaller AUM compared to unhedged alternatives and some other hedged competitors.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial data providers.
Benchmark Comparison: The ETF's performance should be compared against the MSCI EMU 100% Hedged to USD Index to evaluate tracking efficiency.
Expense Ratio: 0.51
Liquidity
Average Trading Volume
HEZU's average trading volume is moderate, which might affect order execution costs depending on size of investment.
Bid-Ask Spread
HEZU's bid-ask spread can vary based on market conditions, impacting trading costs; investors should consider this before trading.
Market Dynamics
Market Environment Factors
Economic indicators in the Eurozone, sector growth prospects, interest rates, and EUR/USD exchange rate fluctuations influence HEZU's performance.
Growth Trajectory
The growth trajectory of HEZU depends on the overall health of the Eurozone economy and the effectiveness of its currency hedging strategy. Changes to the index being tracked may influence holdings.
Moat and Competitive Advantages
Competitive Edge
HEZU's competitive advantage lies in its specific currency hedging strategy, which aims to mitigate the impact of exchange rate fluctuations between the euro and the US dollar. This can be especially attractive during periods of anticipated currency volatility. The ETF offers exposure to a basket of Eurozone equities, making it suitable for investors seeking diversified exposure. It is managed by a reputable issuer, BlackRock, which enhances investor confidence.
Risk Analysis
Volatility
The ETF's volatility is influenced by the volatility of the underlying Eurozone equities and currency exchange rate fluctuations. Historical volatility data should be sourced from financial data providers.
Market Risk
HEZU is subject to market risk associated with investments in equities, particularly in the Eurozone, including economic downturns, political instability, and regulatory changes.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks exposure to Eurozone equities while mitigating the impact of currency fluctuations and is risk-averse to currency exposure.
Market Risk
HEZU is suitable for long-term investors seeking international diversification with currency risk management. It may also appeal to active traders who want to take a view on Eurozone equities and hedge against currency movements.
Summary
The iShares Currency Hedged MSCI Eurozone ETF (HEZU) provides exposure to Eurozone equities while mitigating currency risk using a hedging strategy. It aims to track the MSCI EMU 100% Hedged to USD Index. While it offers a specific currency hedging advantage, its smaller AUM and potentially higher costs compared to unhedged alternatives should be considered. This ETF is suitable for investors seeking international diversification with a focus on managing currency exposure in the Eurozone.
Similar Companies
FEZ
SPDR® EURO STOXX 50 ETF
FEZ
SPDR® EURO STOXX 50 ETF
HEDJ
WisdomTree Europe Hedged Equity Fund
HEDJ
WisdomTree Europe Hedged Equity Fund
IEUR
iShares Core MSCI Europe ETF
IEUR
iShares Core MSCI Europe ETF
VGK
Vanguard FTSE Europe Index Fund ETF Shares
VGK
Vanguard FTSE Europe Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should consult with a qualified financial advisor before making any investment decisions. ETF performance is not indicative of future results.
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 Currency Hedged MSCI Eurozone 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 index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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