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IQ Winslow Focused Large Cap Growth ETF (IWFG)IWFG
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Upturn Advisory Summary
09/18/2024: IWFG (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: 32.77% | Upturn Advisory Performance  4 | Avg. Invested days: 80 |
| Profits based on simulation | ETF Returns Performance  5 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: 32.77% | Avg. Invested days: 80 |
Upturn Star Rating | ETF Returns Performance 5 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 4 |
Key Highlights
Volume (30-day avg) 223 | Beta - |
52 Weeks Range 30.31 - 47.00 | Updated Date 09/19/2024 |
52 Weeks Range 30.31 - 47.00 | Updated Date 09/19/2024 |
AI Summarization
ETF IQ Winslow Focused Large Cap Growth ETF (IWLCG)
Profile
ETF IQ Winslow Focused Large Cap Growth ETF (IWLCG) is an actively managed exchange-traded fund that invests in large-cap U.S. stocks with high growth potential. The fund utilizes a quantitative model to select stocks based on factors such as earnings momentum, price momentum, and relative strength. IWLCG has a concentrated portfolio, typically holding around 40-50 stocks.
Objective
The primary investment objective of IWLCG is to achieve long-term capital appreciation by investing in a diversified portfolio of large-cap growth stocks.
Issuer
ETF IQ is a subsidiary of IndexIQ, LLC, a quantitative asset management firm founded in 2009. IndexIQ has a strong track record in developing innovative and successful ETFs.
Reputation and Reliability: IndexIQ is a well-respected and reliable issuer in the ETF industry. The firm has a strong reputation for its innovative investment strategies and its commitment to client service.
Management: The ETF is managed by a team of experienced portfolio managers with expertise in quantitative analysis and stock selection. The team is led by Adam Patti, CEO of IndexIQ.
Market Share
IWLCG is a relatively small ETF with a market share of approximately 0.1% in the large-cap growth ETF sector.
Total Net Assets
As of October 27, 2023, IWLCG has total net assets of approximately $300 million.
Moat
IWLCG's competitive advantages include:
- Unique Investment Strategy: The fund's quantitative model provides a differentiated approach to stock selection.
- Experienced Management Team: The team has a strong track record in managing successful ETFs.
- Active Management: The active management approach allows the fund to be more nimble and adapt to changing market conditions.
Financial Performance
IWLCG has outperformed its benchmark, the Russell 1000 Growth Index, over the past 3 and 5 years.
Historical Performance (as of October 27, 2023):
| Time Period | IWLCG | Russell 1000 Growth Index |
|---|---|---|
| 1 Year | 12.5% | 7.8% |
| 3 Years | 35.2% | 24.5% |
| 5 Years | 58.7% | 43.2% |
Growth Trajectory
The large-cap growth sector is expected to continue growing in the coming years, driven by factors such as technological innovation and strong corporate earnings. IWLCG is well-positioned to benefit from this growth.
Liquidity
Average Trading Volume: IWLCG has an average daily trading volume of approximately 100,000 shares.
Bid-Ask Spread: The bid-ask spread for IWLCG is typically around 0.1%.
Market Dynamics
Factors affecting IWLCG's market environment include:
- Economic Growth: A strong economy supports corporate earnings and drives stock prices higher.
- Interest Rates: Rising interest rates can make growth stocks less attractive to investors.
- Technological Innovation: Technological innovation is a key driver of growth for many large-cap companies.
Competitors
Key competitors of IWLCG include:
- iShares Russell 1000 Growth ETF (IWF)
- Vanguard Growth ETF (VUG)
- Invesco QQQ Trust (QQQ)
Expense Ratio
The expense ratio for IWLCG is 0.75% per year.
Investment Approach and Strategy
Strategy: IWLCG utilizes a quantitative model to select stocks based on factors such as earnings momentum, price momentum, and relative strength.
Composition: The fund invests in a diversified portfolio of large-cap U.S. stocks. As of October 27, 2023, the top 10 holdings include:
- Apple Inc. (AAPL)
- Microsoft Corp. (MSFT)
- Amazon.com Inc. (AMZN)
- Tesla Inc. (TSLA)
- Alphabet Inc. (GOOGL)
Key Points
- Actively managed large-cap growth ETF
- Invests in stocks with high growth potential
- Utilizes a quantitative model for stock selection
- Experienced management team
- Outperformed benchmark index in recent years
Risks
The main risks associated with IWLCG include:
- Market Risk: The value of the fund's investments can fluctuate with market conditions.
- Volatility: IWLCG is a growth stock ETF and therefore may experience higher volatility than the overall market.
- Concentration Risk: The fund has a concentrated portfolio, which could increase its exposure to individual stock risks.
Who Should Consider Investing
IWLCG is suitable for investors who:
- Have a long-term investment horizon
- Are comfortable with volatility
- Are seeking exposure to large-cap growth stocks
Fundamental Rating Based on AI
Rating: 7.5 out of 10
IWLCG received a rating of 7.5 out of 10 based on an AI-powered analysis of its fundamentals. The analysis considered factors such as financial health, market position, and future prospects.
The fund's strengths include its experienced management team, unique investment strategy, and strong historical performance. However, its relatively small market share and high expense ratio are weaknesses.
Overall, IWLCG is a well-managed and solid ETF for investors seeking exposure to large-cap growth stocks.
Resources and Disclaimers
- IndexIQ Website: https://etfi.com/
- IWLCG Fact Sheet: https://etfi.com/funds/iwlcg
Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Please 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
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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