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Upturn AI SWOT - About
iShares MSCI Saudi Arabia ETF (KSA)
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Upturn Advisory Summary
04/01/2025: KSA (1-star) is currently NOT-A-BUY. Pass it for now.
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 -2.09% | Avg. Invested days 44 | Today’s Advisory PASS |
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) 593172 | Beta 0.44 | 52 Weeks Range 38.44 - 43.59 | Updated Date 04/2/2025 |
52 Weeks Range 38.44 - 43.59 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI Saudi Arabia ETF
ETF Overview
Overview
The iShares MSCI Saudi Arabia ETF (KSA) seeks to track the investment results of an index composed of Saudi Arabian equities. It offers exposure to Saudi Arabia's stock market, targeting large and mid-sized companies across various sectors. The ETF's investment strategy involves holding a diversified portfolio of Saudi Arabian stocks.
Reputation and Reliability
iShares, a brand of BlackRock, is one of the largest and most reputable ETF providers globally, known for its reliable and well-managed funds.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs, with a large team of portfolio managers and analysts dedicated to overseeing their funds.
Investment Objective
Goal
To track the investment results of an index composed of Saudi Arabian equities.
Investment Approach and Strategy
Strategy: Tracks the MSCI Saudi Arabia IMI 25/50 Index.
Composition Primarily holds stocks of large and mid-sized companies domiciled in Saudi Arabia.
Market Position
Market Share: The iShares MSCI Saudi Arabia ETF (KSA) has a significant market share among ETFs focusing specifically on Saudi Arabian equities.
Total Net Assets (AUM): 792300000
Competitors
Key Competitors
- Franklin FTSE Saudi Arabia ETF (FLSA)
Competitive Landscape
KSA dominates the Saudi Arabia-focused ETF market. KSA benefits from being the first mover and having a larger AUM which may lead to higher liquidity and lower tracking error. FLSA can offer a slightly lower expense ratio, however may lack the liquidity of KSA.
Financial Performance
Historical Performance: Historical performance data is readily available through financial data providers. Please refer to resources like Bloomberg, Yahoo Finance, and iShares' official website for specific performance numbers.
Benchmark Comparison: The ETF's performance should be compared to the MSCI Saudi Arabia IMI 25/50 Index to assess tracking effectiveness.
Expense Ratio: 0.6
Liquidity
Average Trading Volume
The average trading volume for KSA is moderate, offering sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for KSA is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators in Saudi Arabia, oil prices, global market conditions, and geopolitical events in the Middle East can significantly impact KSA's performance.
Growth Trajectory
Growth is tied to the Saudi Arabian economy, including its diversification efforts beyond oil, government spending, and regulatory changes affecting businesses and investors. The ETF's composition is reviewed periodically to ensure continued tracking of the index.
Moat and Competitive Advantages
Competitive Edge
KSA benefits from iShares' strong brand recognition and a substantial AUM. Its first-mover advantage in the Saudi Arabia-focused ETF market provides it with better liquidity than smaller competitors. The ETF's adherence to the MSCI index methodology ensures consistent exposure to the Saudi Arabian equity market. The larger AUM also helps in minimizing tracking errors and transaction costs. Overall, KSA is a well-established fund offering focused exposure to Saudi Arabian equities.
Risk Analysis
Volatility
KSA's volatility is generally tied to the overall volatility of the Saudi Arabian stock market and the broader emerging market landscape.
Market Risk
KSA is subject to market risk associated with investing in equities, particularly in a single emerging market like Saudi Arabia, including political risk, regulatory changes, and currency fluctuations.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the Saudi Arabian equity market, particularly those who believe in the growth potential of the Saudi economy and its diversification efforts.
Market Risk
Suitable for long-term investors looking to diversify their portfolios with exposure to emerging markets, and who are willing to accept the associated risks.
Summary
The iShares MSCI Saudi Arabia ETF (KSA) is a well-established fund that offers investors targeted exposure to the Saudi Arabian equity market. The ETF tracks the MSCI Saudi Arabia IMI 25/50 Index and primarily holds stocks of large and mid-sized companies. It is managed by BlackRock, a reputable ETF provider, and benefits from a relatively high AUM and good liquidity. KSA is suitable for long-term investors seeking diversification with exposure to emerging markets, but investors should be aware of the associated risks, including political and economic volatility in the region.
Similar Companies
- FLSA
- UAE
Sources and Disclaimers
Data Sources:
- iShares official website
- Bloomberg
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered as financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor.
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 MSCI Saudi Arabia 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 index and in investments that have economic characteristics that are substantially identical to the component securities of the index. The index is a free float-adjusted market capitalization-weighted index that incorporates foreign ownership limits and is designed to measure the performance of the large-, mid- and small- capitalization segments of the equity market in Saudi Arabia. The fund is non-diversified.
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