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Upturn AI SWOT - About
iShares Core MSCI Pacific ETF (IPAC)
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Upturn Advisory Summary
02/13/2025: IPAC (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
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 -12.49% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/13/2025 |
Key Highlights
Volume (30-day avg) 99948 | Beta 0.98 | 52 Weeks Range 54.75 - 66.05 | Updated Date 04/2/2025 |
52 Weeks Range 54.75 - 66.05 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Core MSCI Pacific ETF
ETF Overview
Overview
The iShares Core MSCI Pacific ETF (IPAC) seeks to track the investment results of an index composed of large-, mid- and small-capitalization developed market equities in the Pacific region. It offers broad exposure to developed Pacific markets and is designed for investors seeking core exposure to the region.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock's management team has extensive experience in managing passive investment strategies and ETFs.
Investment Objective
Goal
To track the investment results of an index composed of large-, mid- and small-capitalization developed market equities in the Pacific region.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the MSCI Pacific IMI Index.
Composition The ETF primarily holds stocks of companies located in developed Pacific markets, including Japan, Australia, Hong Kong, and Singapore.
Market Position
Market Share: IPAC holds a significant market share within the Pacific region-focused ETFs, but it varies based on specific competitor definitions.
Total Net Assets (AUM): 683300000
Competitors
Key Competitors
- SPDR Portfolio Developed World ex-US ETF (SPDW)
- Vanguard FTSE Developed Markets ETF (VEA)
- Schwab International Equity ETF (SCHF)
Competitive Landscape
The competitive landscape is dominated by broad developed market ETFs. IPAC provides a more focused exposure to the Pacific region, which can be advantageous for investors seeking targeted exposure but also limits its market share compared to broader international ETFs. IPAC benefits from BlackRock's brand recognition and low expense ratio but faces competition from ETFs with larger AUM and potentially lower tracking error due to size.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial data providers like Morningstar, Yahoo Finance, or the iShares website. [Data for historical performance will need to be filled as an array of numerical data to allow for graphical presentation]
Benchmark Comparison: The ETF's performance should be compared to the MSCI Pacific IMI Index to assess its tracking effectiveness. [Numerical data for this will be generated based on market data]
Expense Ratio: 0.08
Liquidity
Average Trading Volume
IPAC generally exhibits good liquidity with a healthy average trading volume, facilitating efficient trading for investors.
Bid-Ask Spread
The bid-ask spread for IPAC is typically tight, reflecting its good liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic growth in the Pacific region, currency fluctuations, trade policies, and geopolitical events all influence IPAC's performance.
Growth Trajectory
IPAC's growth trajectory is tied to the overall economic health and equity market performance of the developed Pacific region. Changes in the underlying index composition can also impact its performance.
Moat and Competitive Advantages
Competitive Edge
IPAC's competitive advantage lies in its focused exposure to developed Pacific markets, low expense ratio, and BlackRock's established brand. It offers a cost-effective way for investors to gain targeted exposure to this region. The ETF's passive management strategy ensures close tracking of the MSCI Pacific IMI Index. Its well-defined investment objective provides investors with clarity and transparency regarding its investment focus.
Risk Analysis
Volatility
IPAC's volatility is generally in line with the volatility of the underlying Pacific equity markets. Emerging market exposure within the index may increase volatility.
Market Risk
IPAC is subject to market risk, including economic downturns, geopolitical events, and currency fluctuations in the Pacific region.
Investor Profile
Ideal Investor Profile
The ideal investor for IPAC is someone seeking targeted exposure to developed Pacific equity markets as part of a diversified portfolio.
Market Risk
IPAC is suitable for long-term investors and passive index followers who want to allocate a portion of their portfolio to the Pacific region.
Summary
The iShares Core MSCI Pacific ETF (IPAC) offers a cost-effective and efficient way to gain exposure to developed Pacific equity markets. Its low expense ratio and passive management strategy make it an attractive option for long-term investors seeking diversified international exposure. However, investors should be aware of the market risks associated with the region and the potential for currency fluctuations. While competition from broader international ETFs exists, IPAC's focus on the Pacific region provides a distinct investment proposition. Before investing, consider aligning your investment objectives and risk tolerance with this ETF's specific characteristics.
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EWH
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EWJ
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Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is dynamic and subject to change.
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 Core MSCI Pacific 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 underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is a free float-adjusted market capitalization-weighted index which consists of securities from the following five countries or regions: Australia, Hong Kong, Japan, New Zealand and Singapore.
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