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Upturn AI SWOT - About
Knowledge Leaders Developed World ETF (KLDW)
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Upturn Advisory Summary
04/01/2025: KLDW (1-star) is a SELL. SELL since 1 days. Profits (-2.20%). Updated daily EoD!
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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -2.48% | Avg. Invested days 50 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 7354 | Beta 1.01 | 52 Weeks Range 38.20 - 48.77 | Updated Date 04/2/2025 |
52 Weeks Range 38.20 - 48.77 | Updated Date 04/2/2025 |
Upturn AI SWOT
Knowledge Leaders Developed World ETF
ETF Overview
Overview
The Knowledge Leaders Developed World ETF (KLDW) seeks long-term capital appreciation by investing in companies in developed markets that exhibit strong intellectual capital and intangible assets, which are believed to be key drivers of future growth.
Reputation and Reliability
The ETF is issued by Knowledge Leaders Capital, known for its focus on intangible assets and intellectual capital.
Management Expertise
Knowledge Leaders Capital has expertise in identifying and investing in companies with strong intellectual capital and intangible assets.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in developed-world companies exhibiting strong intellectual capital.
Investment Approach and Strategy
Strategy: The ETF employs a proprietary methodology to identify companies with significant intangible assets and intellectual capital.
Composition The ETF holds stocks of companies in developed markets, selected based on their intangible assets and intellectual capital.
Market Position
Market Share: KLDW has a relatively small market share compared to broader developed market ETFs.
Total Net Assets (AUM): 17630000
Competitors
Key Competitors
- VEA
- IFA
- EFA
Competitive Landscape
The developed market ETF landscape is dominated by large, broad-based ETFs. KLDW differentiates itself with its focus on intangible assets and intellectual capital, offering potentially higher growth but also higher risk compared to its competitors due to its concentrated approach. Competitors such as VEA and EFA provide broad diversification. KLDW's focus gives it the advantage of potentially selecting companies with a competitive advantage, but lacks diversification.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial sources.
Benchmark Comparison: Benchmark comparisons should be based on appropriate developed market indices.
Expense Ratio: 0.78
Liquidity
Average Trading Volume
The ETF's trading volume is moderately low, which can potentially impact trading costs and execution.
Bid-Ask Spread
The bid-ask spread can fluctuate based on trading volume and market conditions.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions in developed economies influence KLDW.
Growth Trajectory
Growth patterns depend on the performance of the companies with high intangible assets and intellectual capital.
Moat and Competitive Advantages
Competitive Edge
KLDW's competitive edge lies in its unique focus on intellectual capital and intangible assets. It utilizes a proprietary methodology to identify companies with significant competitive advantages based on these factors. This approach allows it to target potentially high-growth companies that may be undervalued by the market due to the difficulty in assessing intangible assets. However, this specialized strategy can also lead to higher volatility and concentration risk compared to broad-based ETFs.
Risk Analysis
Volatility
Volatility may be higher than broad-based developed market ETFs due to the concentrated strategy.
Market Risk
Market risk is inherent in the ETF's investments in developed market equities.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking long-term capital appreciation and are comfortable with higher risk and potential volatility. They should understand the value of intangible assets and intellectual capital.
Market Risk
KLDW may be suitable for long-term investors with a growth-oriented investment strategy and a willingness to accept higher risk.
Summary
The Knowledge Leaders Developed World ETF offers a unique approach to investing in developed markets by focusing on companies with strong intellectual capital and intangible assets. It provides investors with exposure to potentially high-growth companies that may be overlooked by traditional investment strategies. However, its concentrated approach also carries higher risk and volatility compared to broad-based ETFs. Investors should carefully consider their risk tolerance and investment objectives before investing in KLDW. This ETF is suited for growth-oriented investors that can withstand market volatility.
Similar Companies
- IDEV
- IHDG
- IXUS
- FNDF
- SCHF
Sources and Disclaimers
Data Sources:
- Morningstar
- ETF.com
- Company Website
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a 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 Knowledge Leaders Developed World ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in equities the advisor considers to be highly innovative companies or "knowledge leaders." The portfolio will include a diversified mix of mid- and large-cap companies from the developed world including North America, Europe and Asia. Under normal circumstances, at least 80% of the fund"s assets will be invested in securities the fund"s advisor identifies as knowledge leaders at the time of investment, with not more than 25% in any one industry.
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