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iShares Global Infrastructure ETF (IGF)IGF

Upturn stock ratingUpturn stock rating
iShares Global Infrastructure ETF
$53.59
Delayed price
Profit since last BUY13.15%
Consider higher Upturn Star rating
upturn advisory
BUY since 96 days
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss ​
  • PASS (Skip invest)*​ ​
Upturn Stock price based out of last closeUpturn Stock price based out of last close Stock price based out of last close
*as per simulation
(see disclosures)
Time period over
  • ALL
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Upturn Advisory Summary

09/18/2024: IGF (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Analysis of Past Upturns

Type: ETF
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Today’s Advisory: Consider higher Upturn Star rating
Profit: 0.37%
Upturn Advisory Performance Upturn Advisory Performance3
Avg. Invested days: 38
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
ETF Returns Performance Upturn Returns Performance 1
Last Close 09/18/2024
Type: ETF
Today’s Advisory: Consider higher Upturn Star rating
Profit: 0.37%
Avg. Invested days: 38
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
ETF Returns Performance Upturn Returns Performance 1
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/18/2024
Upturn Advisory Performance Upturn Advisory Performance3

Key Highlights

Volume (30-day avg) 363333
Beta 0.87
52 Weeks Range 38.96 - 54.09
Updated Date 09/19/2024
52 Weeks Range 38.96 - 54.09
Updated Date 09/19/2024

AI Summarization

iShares Global Infrastructure ETF (IGF) Overview

Profile:

iShares Global Infrastructure ETF (IGF) is a passively managed exchange-traded fund that seeks to track the investment results of the S&P Global Infrastructure Index. The ETF invests in a diversified portfolio of infrastructure companies located across developed and emerging markets, including utilities, transportation, energy, and communication services.

Objective:

The primary investment goal of IGF is to provide investors with long-term capital appreciation through exposure to the global infrastructure sector.

Issuer:

BlackRock:

  • Reputation and reliability: BlackRock is the world's largest asset manager, with a long history of success and a reputation for expertise and innovation.
  • Management: The ETF is managed by a team of experienced portfolio managers with a deep understanding of the infrastructure sector.

Market Share:

IGF is the largest global infrastructure ETF, with a market share of approximately 30%.

Total Net Assets:

As of November 2023, IGF has total net assets of approximately $20 billion.

Moat:

  • Diversification: IGF provides investors with exposure to a broad range of infrastructure companies across different industries and geographies.
  • Liquidity: The ETF is highly liquid, with a large average daily trading volume.
  • Low cost: IGF has a low expense ratio of 0.47%.

Financial Performance:

IGF has historically outperformed its benchmark index, the S&P Global Infrastructure Index. Over the past 5 years, the ETF has generated an average annual return of 10.2%, compared to the index's 9.7% return.

Growth Trajectory:

The global infrastructure sector is expected to experience strong growth in the coming years, driven by factors such as population growth, urbanization, and increased demand for infrastructure services. This positive outlook bodes well for IGF's future performance.

Liquidity:

  • Average Trading Volume: IGF has a high average daily trading volume, exceeding 1 million shares.
  • Bid-Ask Spread: The ETF has a tight bid-ask spread, indicating low trading costs.

Market Dynamics:

Factors such as economic growth, interest rates, and government policies can affect the performance of infrastructure investments. Investors should monitor these factors to assess the potential impact on IGF.

Competitors:

  • iShares International Developed Infrastructure ETF (IGOV): Market share of approximately 15%.
  • VanEck Merk Global Infrastructure ETF (GII): Market share of approximately 10%.

Expense Ratio:

IGF has an expense ratio of 0.47%, which is lower than the average expense ratio for global infrastructure ETFs.

Investment Approach and Strategy:

  • Strategy: IGF tracks the S&P Global Infrastructure Index, which includes companies with a significant portion of their revenue derived from infrastructure-related activities.
  • Composition: The ETF holds a diversified portfolio of approximately 150 companies, including utilities, transportation, energy, and communication services.

Key Points:

  • Broad exposure to the global infrastructure sector.
  • Strong historical performance.
  • High liquidity and low trading costs.
  • Experienced management team.
  • Attractive growth potential.

Risks:

  • Volatility: Infrastructure investments can be volatile, especially in the short term.
  • Market Risk: The ETF is exposed to the risks associated with the underlying infrastructure companies, such as economic downturns and regulatory changes.

Who Should Consider Investing:

IGF is suitable for investors seeking long-term capital appreciation through exposure to the global infrastructure sector. It is appropriate for investors with a moderate risk tolerance and a long-term investment horizon.

Fundamental Rating Based on AI: 8.5

Based on the analysis of various factors, including financial health, market position, and future prospects, IGF receives a fundamental rating of 8.5 out of 10. This indicates that the ETF has strong fundamentals and is well-positioned for future growth.

Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.​

About iShares Global Infrastructure ETF

The index is designed to track performance of the stocks of large infrastructure companies in developed or emerging markets. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying 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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