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Upturn AI SWOT - About
IQ Winslow Focused Large Cap Growth ETF (IWFG)
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Upturn Advisory Summary
04/04/2025: IWFG (2-star) is currently NOT-A-BUY. Pass it for now.
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
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 34.08% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Volume (30-day avg) 1785 | Beta - | 52 Weeks Range 37.35 - 49.23 | Updated Date 04/5/2025 |
52 Weeks Range 37.35 - 49.23 | Updated Date 04/5/2025 |
Upturn AI SWOT
IQ Winslow Focused Large Cap Growth ETF
ETF Overview
Overview
The IQ Winslow Focused Large Cap Growth ETF (IWFG) is an actively managed ETF that focuses on investing in a concentrated portfolio of large-cap US companies exhibiting strong growth potential. It seeks long-term capital appreciation by selecting companies based on fundamental research and growth characteristics.
Reputation and Reliability
IndexIQ is known for offering innovative and alternative investment solutions, with a solid track record. They are a division of New York Life Investments.
Management Expertise
The management team at IndexIQ possesses considerable experience in active equity management and fundamental research, which is crucial for this focused growth strategy.
Investment Objective
Goal
To seek long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting stocks based on fundamental research and growth prospects rather than tracking a specific index.
Composition The ETF primarily holds common stocks of large-cap U.S. companies.
Market Position
Market Share: Information unavailable on specific market share.
Total Net Assets (AUM): 86450000
Competitors
Key Competitors
- VUG
- SCHG
- IWF
Competitive Landscape
The large-cap growth ETF market is highly competitive, dominated by index-tracking ETFs like VUG and SCHG. IWFG differentiates itself through its active management and concentrated portfolio, offering the potential for outperformance but also carrying higher risk. Its advantage lies in the stock-picking abilities of its management team, while the disadvantage is the higher expense ratio compared to passive funds.
Financial Performance
Historical Performance: Historical performance data unavailable in the specified format.
Benchmark Comparison: Benchmark comparison data unavailable in the specified format.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
The ETF's average trading volume indicates sufficient liquidity for typical trading activities.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting adequate liquidity and efficient price discovery.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, technological advancements, and investor sentiment towards growth stocks influence IWFG's performance.
Growth Trajectory
The growth trajectory depends on the fund's ability to identify and capitalize on high-growth opportunities within the large-cap universe. Changes to strategy and holdings are actively managed by the fund's managers.
Moat and Competitive Advantages
Competitive Edge
IWFG's competitive edge lies in its focused and actively managed approach, allowing it to potentially outperform passively managed large-cap growth ETFs. The concentrated portfolio enables significant gains from successful stock picks. However, it also increases the fund's risk profile. Winslow Capital Management, LLC is the subadvisor, they bring expertise in identifying and investing in high-quality growth companies, differentiating the ETF from broad-based growth funds.
Risk Analysis
Volatility
Historical volatility depends on the holdings and market conditions.
Market Risk
Market risk includes potential losses due to economic downturns, sector-specific challenges, and company-specific issues affecting the underlying stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks long-term capital appreciation, understands the risks associated with concentrated growth investing, and is comfortable with active management.
Market Risk
IWFG is best suited for long-term investors seeking growth potential and willing to tolerate higher volatility than broad market ETFs.
Summary
The IQ Winslow Focused Large Cap Growth ETF is an actively managed fund targeting long-term capital appreciation through a concentrated portfolio of large-cap growth stocks. Its focused approach offers the potential for outperformance but comes with higher volatility and a higher expense ratio. The fund is suitable for long-term investors comfortable with active management and seeking growth potential. The fund's performance is driven by the stock-picking abilities of its management team and the overall market environment for growth stocks.
Similar Companies
IWF
iShares Russell 1000 Growth ETF
IWF
iShares Russell 1000 Growth ETF
MGK
Vanguard Mega Cap Growth Index Fund ETF Shares
MGK
Vanguard Mega Cap Growth Index Fund ETF Shares
QQQ
Invesco QQQ Trust
QQQ
Invesco QQQ Trust
SCHG
Schwab U.S. Large-Cap Growth ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
VUG
Vanguard Growth Index Fund ETF Shares
VUG
Vanguard Growth Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- IndexIQ Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor 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 IQ Winslow Focused Large Cap Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets in large capitalization companies, which are companies having a market capitalization in excess of" $4 billion at the time of purchase. Typically, the Subadvisor invests substantially all of the fund"s investable assets in domestic securities. However, the fund is permitted to invest up to 20% of its net assets in depositary receipts issued by a trust (including ADRs) of foreign securities and in common stocks listed on a foreign exchange that trade on such exchange contemporaneously with the Shares. It is non-diversified.
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