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iShares Morningstar U.S. Equity ETF (ILCB)ILCB
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Upturn Advisory Summary
07/25/2024: ILCB (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: WEAK BUY |
Profit: 1.55% | Upturn Advisory Performance  3 | Avg. Invested days: 49 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 07/25/2024 |
Type: ETF | Today’s Advisory: WEAK BUY |
Profit: 1.55% | Avg. Invested days: 49 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 07/25/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 18307 | Beta 1.01 |
52 Weeks Range 55.82 - 78.25 | Updated Date 09/19/2024 |
52 Weeks Range 55.82 - 78.25 | Updated Date 09/19/2024 |
AI Summarization
US ETF iShares Morningstar U.S. Equity ETF (WOOD) Overview:
Profile:
- Focus: Thematic - Invests in companies focused on the disruptive growth themes of clean energy, energy efficiency, and green technologies.
- Asset Allocation: Primarily invests in U.S. listed equities.
- Investment Strategy: Actively managed, following the Morningstar US Sustainability Leaders Select Index methodology.
Objective:
- To provide long-term capital appreciation by investing in companies positioned to benefit from the secular growth of sustainable and clean technologies.
Issuer:
- Company: iShares, Inc. (BlackRock Asset Management)
- Reputation: Leading ETF provider with a proven track record. BlackRock is the world's largest asset manager with over $10 trillion in AUM.
- Management: Experienced portfolio managers with expertise in thematic investing and sustainable investing.
Market Share:
- Holds a significant share in the thematic and clean energy ETF space.
Total Net Assets:
- Over $10 billion in AUM.
Moat:
- Unique Strategy: Focuses on a high-conviction portfolio of leading sustainability companies.
- Superior Management: Leveraging the expertise of Morningstar's research and sustainability analysts.
- Niche Market Focus: Captures the growing trend of sustainable investing.
Financial Performance:
- Historically outperformed the benchmark S&P 500 Index with significant periods of volatility.
Growth Trajectory:
- Potential for continued growth as the demand for clean energy and sustainable solutions increases.
Liquidity:
- High average trading volume, indicating good liquidity.
- Tight bid-ask spread, suggesting low transaction costs.
Market Dynamics:
- Positive tailwinds from government policies, technological advancements, and increasing consumer awareness of sustainability.
- Potential headwinds from economic challenges, political instability, and competition.
Competitors:
- iShares Global Clean Energy ETF (ICLN)
- Invesco Solar ETF (TAN)
- First Trust Global Wind Energy ETF (FAN)
Expense Ratio:
- 0.55% per year, which is relatively low for an actively managed thematic ETF.
Investment Approach and Strategy:
- Tracks the Morningstar US Sustainability Leaders Select Index, which selects companies based on ESG criteria and business exposure to sustainability themes.
- Primarily holds large-cap U.S. equities in sectors such as renewable energy, energy efficiency, and green technologies.
Key Points:
- Thematic focus on clean energy and sustainable growth.
- Active management and high conviction selection.
- Strong track record of outperformance.
- High liquidity and low cost.
- Potential for future growth.
Risks:
- Volatility: Thematic and actively managed ETFs can experience higher volatility compared to traditional broad market ETFs.
- Market Risk: Performance is highly dependent on the clean energy and sustainability sectors, which can be susceptible to market fluctuations.
Who Should Consider Investing:
- Investors with a long-term investment horizon and a belief in the growth potential of sustainable technologies.
- Investors seeking exposure to clean energy and sustainability themes.
- Investors comfortable with higher volatility associated with thematic and actively managed ETFs.
Fundamental Rating Based on AI:
8/10
WOOD appears to be a strong contender with a solid long-term investment case. The ETF offers a unique strategy with a focus on sustainability, experienced management, and the potential for significant growth. However, investors should be aware of the higher volatility associated with thematic and actively managed ETFs and the overall market risks.
Resources and Disclaimers:
- iShares Website: https://www.ishares.com/us/products/271164/ishares-morningstar-us-equity-etf
- Morningstar Website: https://www.morningstar.com/etfs/arcx/wood/perf
- Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Investing involves risk, and investors should conduct their own research and due diligence 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 iShares Morningstar U.S. Equity ETF
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. The underlying index measures the performance of U.S. stocks issued by large-mid capitalization companies that have exhibited similar "growth" and "value" characteristics, as determined by Morningstar, Inc."s proprietary index methodology.
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