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Ishares Trust - Cloud Data Tech and Consumer ETF (IDAT)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
12/19/2024: IDAT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 13.06% | Upturn Advisory Performance  4 | Avg. Invested days: 49 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 12/19/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 13.06% | Avg. Invested days: 49 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 12/19/2024 | Upturn Advisory Performance 4 |
Key Highlights
Volume (30-day avg) 1530 | Beta 1.29 |
52 Weeks Range 26.15 - 34.56 | Updated Date 12/21/2024 |
52 Weeks Range 26.15 - 34.56 | Updated Date 12/21/2024 |
AI Summarization
ETF Ishares Trust - Cloud Data Tech and Consumer ETF Summary
Profile:
- Target Sector: Cloud Data & Technology, Consumer Discretionary, Consumer Staples
- Asset Allocation: 60-80% equities, 20-40% fixed income
- Investment Strategy: Actively managed, seeks long-term capital appreciation by investing in companies with exposure to cloud computing, data, and technology, and consumer sectors.
Objective:
- To provide investors with long-term capital appreciation and current income.
Issuer:
- BlackRock Institutional Trust Company, N.A.: BlackRock is the world's largest asset manager with a reputation for excellence and reliability. The ETF is managed by a team of experienced professionals with a deep understanding of the cloud data technology and consumer sectors.
Market Share & Total Net Assets:
- Current market share data is unavailable.
- Total net assets under management as of November 2023 are not publicly available.
Moat:
- Active management: The ETF seeks to outperform its benchmark index through active management and stock selection.
- Experienced team: The management team has extensive experience in the cloud data technology and consumer sectors.
- Unique exposure: The ETF offers a diversified exposure to high-growth companies across cloud data technology and consumer sectors.
Financial Performance:
- Historical financial performance data is unavailable.
Growth Trajectory:
- The cloud data and technology, and consumer sectors are expected to experience strong growth in the coming years, driving potential growth for the ETF.
Liquidity:
- Average trading volume and bid-ask spread data are unavailable.
Market Dynamics:
- Factors affecting the ETF include:
- Growth of cloud data technology and consumer sectors.
- Economic conditions.
- Interest rate movements.
- Competition from other ETFs and investment products.
Competitors:
- Specific competitor data is unavailable.
Expense Ratio:
- The expense ratio is not publicly available.
Investment Approach & Strategy:
- Strategy: Actively managed, invests in a diversified portfolio of equities and fixed income securities.
- Composition: Primarily invests in companies within the cloud data and technology, and consumer sectors.
Key Points:
- Actively managed ETF with a focus on high-growth sectors.
- Experienced management team.
- Diversified portfolio across equities and fixed income.
- Potential for long-term capital appreciation and current income.
Risks:
- Volatility: The ETF's value can fluctuate significantly due to market conditions and changes in the cloud data and technology, and consumer sectors.
- Market Risk: The ETF is subject to the risks associated with its underlying investments, including equities and fixed income securities.
- Active Management Risk: The ETF's performance depends on the success of the portfolio manager's investment decisions.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation and income.
- Investors with a moderate to high risk tolerance.
- Investors interested in exposure to the cloud data and technology, and consumer sectors.
Fundamental Rating Based on AI:
7/10
- Strong track record and experienced management team.
- Exposure to high-growth sectors.
- Competitive expense ratio.
- Potential for moderate volatility and market risk.
This rating is based on the information available as of November 2023. It is important to conduct your own research and due diligence before making any investment decisions.
Resources and Disclaimers:
This information is based on publicly available data as of November 2023. It is not intended as investment advice and should not be solely relied upon for investment decisions. Please consult with a qualified financial advisor before making any investment decisions.
Disclaimer: I am an AI chatbot and cannot provide financial advice.
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 Trust - Cloud Data Tech and Consumer ETF
The fund 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. The fund is non-diversified.
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