Cancel anytime
- Chart
- Upturn Summary
- Highlights
- AI Summary
- About
KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA)
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- Pass (Skip investing)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
01/21/2025: KBA (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 6.59% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance 5.0 | ETF Returns Performance 2.0 |
Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 71740 | Beta 0.69 | 52 Weeks Range 18.27 - 30.52 | Updated Date 01/22/2025 |
52 Weeks Range 18.27 - 30.52 | Updated Date 01/22/2025 |
AI Summary
ETF Overview: KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA)
Profile: KBA is a passively managed ETF that tracks the MSCI China A 50 Connect Index. This index comprises 50 large-cap Chinese A-shares listed on the Shanghai and Shenzhen stock exchanges, providing exposure to key sectors of the Chinese economy.
Objective: KBA aims to provide investors with efficient and low-cost access to a diversified portfolio of leading Chinese A-shares listed in the Mainland.
Issuer: KraneShares, a leading provider of China-focused Exchange Traded Funds and other emerging markets investment solutions, manages KBA.
Reputation & Reliability: KraneShares has a strong reputation in the investment community for its expertise in China-focused products and a commitment to transparency.
Management: The portfolio management team comprises experienced professionals with deep knowledge of the Chinese A-share market.
Market Share: KBA is one of the most popular ETFs offering exposure to the Chinese A-share market, holding a significant share in its category.
Total Net Assets: As of writing (November 10, 2023), KBA manages over $2.5 billion in assets.
Competitive Moat:
- First Mover Advantage: KBA was the first ETF to offer U.S. investors exposure to the MSCI China A 50 Connect Index, establishing a strong brand recognition.
- Low Expense Ratio: KBA's expense ratio is amongst the lowest in its class, making it an attractive option for cost-conscious investors.
Financial Performance: KBA's historical performance has generally tracked the underlying index closely. The ETF has delivered positive returns over the long term but may experience volatility in the short-term.
Growth Trajectory: The Chinese economy continues to grow at a rapid pace, driving the potential for continued growth in the Chinese A-share market.
Liquidity: KBA is a highly liquid ETF with an average daily trading volume exceeding several million shares, ensuring investors can easily enter and exit positions.
Market Dynamics: The Chinese A-share market is influenced by various factors, including government policies, economic growth, and global market sentiment.
Competitors: Key competitors in this space include iShares China Large-Cap ETF (FXI) and Xtrackers Harvest CSI 500 China A-Shares ETF (ASHR).
Expense Ratio: KBA has a competitive expense ratio of 0.58%.
Investment Approach: KBA employs a passive management approach, aiming to replicate the performance of its benchmark index.
Composition: The ETF invests in 50 large-cap A-shares across various sectors of the Chinese economy.
Key Points:
- KBA provides diversified exposure to leading Chinese A-shares.
- It offers low-cost access to a niche market.
- KBA has a proven track record and a reputable issuer.
- It benefits from the potential for growth in the Chinese A-share market.
Risks:
- Volatility: The Chinese A-share market can be more volatile than developed markets.
- Market Risk: KBA's performance is closely tied to the performance of its underlying holdings.
- Regulatory Risk: Changes in Chinese government regulations could affect the ETF's performance.
Who Should Consider Investing: KBA may be suitable for investors seeking:
- Diversification beyond traditional equity markets
- Exposure to the growth potential of the Chinese economy
- A cost-efficient way to access Chinese A-shares
Fundamental Rating Based on AI: 8/10
KBA exhibits strong fundamentals based on an AI analysis that considers financial health, market position, and future prospects. The AI model takes into account KBA's strong track record, competitive expense ratio, and exposure to a growing market.
Resources:
- KraneShares Bosera MSCI China A 50 Connect Index ETF Website: https://kraneshares.com/kba/
- MSCI China A 50 Connect Index: https://www.msci.com/index-details/china-a/msci-china-a-50-connect-index
Disclaimers:
- The information provided is for general knowledge and informational purposes only, not intended as financial advice.
- Investing involves inherent risks, and investors should conduct thorough due diligence before making investment decisions.
- Past performance does not guarantee future results.
- Consult with a professional financial advisor before investing in any ETF.
About KraneShares Bosera MSCI China A 50 Connect Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
Under normal circumstances, the fund will invest at least 80% of its net assets in securities of the underlying index and other instruments that have economic characteristics similar to such securities, including depositary receipts. The underlying index reflects the large- and mid-cap Chinese renminbi ("RMB")-denominated equity securities listed on the Shenzhen or Shanghai Stock Exchanges ("A-Shares") that are accessible through the Shanghai-Hong Kong Stock Connect or Shenzhen-Hong Kong Stock Connect programs.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.